Schwab Fundamental US Small Company Index Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 0 | 0 | 0 | 0 | 4.32 | -1.22 | -6.1 | 1.22 | 1.3 | 2.47 | -7.05 | -0.42 | 0 |
| 2008 | -5.99 | -2.46 | -0.34 | 3.91 | 4.31 | -9.65 | 2 | 3.57 | -8.33 | -23.64 | -12.38 | 5.52 | -38.8 |
| 2009 | -11.65 | -11.81 | 8.93 | 26.84 | 5.49 | 1.07 | 12.58 | 6.59 | 8.33 | -8.16 | 2.41 | 8.81 | 52.7 |
| 2010 | -2.98 | 5.91 | 8.37 | 7.41 | -8.34 | -9 | 7.47 | -7.27 | 12.11 | 3.91 | 3.66 | 8.19 | 29.9 |
| 2011 | 0 | 5.87 | 1.41 | 2.17 | -1.95 | -1.9 | -3.44 | -9.41 | -11.4 | 15.15 | -0.59 | 0.02 | -6.4 |
| 2012 | 7.58 | 3.22 | 2.34 | -1.91 | -7.09 | 1.36 | 1.34 | 3.97 | 3.23 | -2.18 | 1.94 | 3.1 | 17.4 |
| 2013 | 6.65 | 1.06 | 4.46 | 0.18 | 3.81 | -1.22 | 6.73 | -3.9 | 6.04 | 3.99 | 3.44 | 2.58 | 38.8 |
| 2014 | -3.25 | 5.12 | 0.76 | -1.66 | 1.31 | 3.94 | -4.89 | 4.68 | -5.86 | 5.14 | 1.41 | 1.66 | 7.8 |
| 2015 | -2.9 | 5.91 | 1.26 | -1.54 | 0.97 | -0.96 | -1.12 | -5.13 | -4.21 | 6.39 | 1.95 | -4.91 | -5 |
| 2016 | -6.68 | 1.47 | 8.69 | 1.58 | 1.15 | 0 | 5.1 | 0.69 | 0.23 | -3.06 | 10.4 | 2.87 | 23.5 |
| 2017 | 0.57 | 1.9 | -0.55 | 0.76 | -2 | 1.97 | 0.96 | -1.84 | 5.56 | 0.86 | 3.79 | 0.43 | 12.8 |
| 2018 | 2.08 | -4.59 | 1.1 | 1.02 | 4.85 | 1.41 | 1.77 | 2.74 | -2 | -9.27 | 1.29 | -11.91 | -12.3 |
| 2019 | 11.17 | 4.29 | -1.99 | 3.75 | -8.32 | 6.86 | 1.33 | -4.59 | 3.97 | 1.69 | 2.74 | -1.05 | 20 |
| 2020 | 5.33 | 4.21 | 2.01 | 5.19 | 14.65 | -25.21 | -10.01 | -4.19 | -5.91 | 2.31 | 18.55 | 7.65 | 7 |
| 2021 | -7.83 | 9.41 | 16.88 | 2.82 | 4.05 | 0.74 | -2.61 | 1.99 | -2.32 | 4.09 | -2.95 | -6.56 | 16.3 |
| 2022 | -5.94 | 1.4 | 0.9 | -6.94 | 1.02 | -9.59 | 9.49 | -3.51 | -10.77 | 12.66 | 4.53 | -12.19 | -20.3 |
| 2023 | 11.02 | -1.42 | -4.51 | -1.99 | -3.14 | 9.52 | 6.13 | -4.16 | -5.18 | -5.74 | 9.28 | 9.68 | 18.4 |
| 2024 | -3.87 | 16.1 |