Schwab Fundamental US Large Company Index Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 0 | 0 | 0 | 0 | 3.45 | -1.39 | -4.05 | 0.69 | 3.21 | 1.42 | -4.47 | -1.21 | 0 |
| 2008 | -4.98 | -3.46 | -1.95 | 4.76 | 0.11 | -10.76 | 0.24 | 1.89 | -8.22 | -18.41 | -8.19 | 1.44 | -40 |
| 2009 | -10.48 | -11.71 | 9.35 | 18.29 | 8.07 | -0.31 | 10.61 | 9.59 | 4.12 | -5.69 | 5.9 | 2.39 | 42.1 |
| 2010 | -2.69 | 4.15 | 7.36 | 2.7 | -8.21 | -5.96 | 7.35 | -4.96 | 8.82 | 3.31 | 0.22 | 7.97 | 19.7 |
| 2011 | 2.28 | 3.65 | 0.1 | 2.74 | -1.24 | -1.93 | -3.24 | -5.99 | -7.45 | 10.97 | -0.32 | 1.43 | -0.3 |
| 2012 | 4.13 | 3.97 | 2.84 | -1.33 | -6.27 | 2.06 | 3.23 | 2.25 | 3.15 | -0.37 | 0.37 | 1.64 | 16.3 |
| 2013 | 6.15 | 1.75 | 4.4 | 1.57 | 2.6 | -1.27 | 5.3 | -3.28 | 2.76 | 4.68 | 3.08 | 2.48 | 34.3 |
| 2014 | -4.01 | 4.33 | 1.9 | 1.03 | 1.84 | 1.94 | -1.32 | 3.67 | -1.93 | 2.03 | 2.18 | 0.27 | 12.3 |
| 2015 | -3.6 | 5.29 | -1.55 | 1.05 | 0.84 | -2.31 | 0.53 | -5.75 | -2.43 | 7.68 | 0.07 | -2.03 | -2.9 |
| 2016 | -4.21 | 0.52 | 7.48 | 1.38 | 0.82 | 1.15 | 2.8 | -0.13 | 0.07 | -1.95 | 5.82 | 2 | 16.3 |
| 2017 | 0.79 | 3.19 | -0.38 | 0.13 | 0.06 | 0.82 | 1.76 | -0.49 | 3.22 | 1.38 | 3.61 | 1.89 | 17.1 |
| 2018 | 4.58 | -4.93 | -1.92 | 1.07 | 1.82 | 0.4 | 3.68 | 2.38 | 0.7 | -6.02 | 1.43 | -9.83 | -7.4 |
| 2019 | 7.97 | 3.18 | 0.86 | 3.61 | -7.26 | 7.77 | 1.36 | -2.91 | 3.42 | 1.92 | 3.64 | -2.2 | 22.3 |
| 2020 | 5.98 | 4.04 | 1.04 | 4.26 | 12.46 | -16.18 | -9.67 | -2.36 | -9.39 | -1.57 | 14.56 | 4.15 | 2.8 |
| 2021 | -2.18 | 9.38 | 1.85 | 8.97 | 2.85 | -0.36 | 0.18 | 2.33 | -3.42 | 5.22 | -2.07 | 1.06 | 25.5 |
| 2022 | -1.39 | -1.37 | 3 | -5.65 | 2.35 | -9.37 | 7.16 | -2.74 | -9.39 | 11.53 | 6.13 | -6.89 | -8.8 |
| 2023 | 5.97 | -3.06 | 0.56 | 1.39 | -2.69 | 6.75 | 3.82 | -2.33 | -3.68 | -2.52 | 8.11 | 3.5 | 15.9 |
| 2024 | 0.66 | 16 |