Schwab Dividend Equity Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2003 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 7.07 | 2.36 | 5.23 | 0 |
| 2004 | 1.24 | 2.53 | 0.07 | -1.63 | 1.31 | 1.77 | -1.02 | 2.75 | 0.6 | 0.84 | 4.56 | 1.16 | 15 |
| 2005 | -1.74 | 2.89 | -0.73 | -1.18 | 1.92 | 0.68 | 3.37 | -0.68 | 0.71 | -2.51 | 2.58 | 0.14 | 5.4 |
| 2006 | 2.17 | 2.12 | 0.46 | 2.38 | -2.39 | 0.56 | 2.9 | 1.73 | 1.37 | 2.67 | 1.23 | 2.13 | 18.6 |
| 2007 | 1.56 | -0.13 | 1.54 | 3.38 | 2.89 | -2.44 | -3.72 | 1 | 2.43 | 1.36 | -1.92 | -1.51 | 4.2 |
| 2008 | -5.01 | -3.09 | -0.9 | 3.68 | 1.99 | -7.85 | -0.99 | 1.77 | -5.75 | -14.41 | -5.64 | 2.24 | -30.3 |
| 2009 | -7.57 | -10.96 | 6.4 | 5.32 | 4.83 | 0.46 | 6.97 | 3.64 | 3.71 | -1.97 | 5.48 | 2.1 | 17.9 |
| 2010 | -3.15 | 2.99 | 4.98 | 1.06 | -7.28 | -5.42 | 5.93 | -4.9 | 8.32 | 3.07 | -0.17 | 6.97 | 11.5 |
| 2011 | 1.56 | 3.52 | 1.15 | 3.38 | -0.78 | -1.55 | -3 | -4.9 | -5.76 | 11.06 | 0.46 | 1.79 | 6 |
| 2012 | 2.77 | 3.2 | 2.45 | -0.35 | -5.69 | 2.28 | 2.73 | 1.4 | 2.23 | -1.43 | 0.76 | 1.15 | 11.8 |
| 2013 | 5.32 | 2.33 | 3.41 | 1.78 | 2.59 | -1.2 | 6.21 | -4.1 | 2.59 | 4.53 | 2.53 | 2.05 | 31.4 |
| 2014 | -4.28 | 4.24 | 2.66 | 0.5 | 1.65 | 2.82 | -1.95 | 4.09 | -2.4 | 1.86 | 2.09 | 0.25 | 11.7 |
| 2015 | -3.29 | 5.1 | -0.73 | -0.06 | 1.64 | -2.37 | 0.77 | -6.47 | -3.18 | 7.1 | 1.34 | -2.62 | -3.5 |
| 2016 | -7.74 | -0.91 | 7.38 | 1.71 | 1.54 | -0.52 | 2.79 | 0.2 | -0.07 | -2.11 | 6.6 | 2.35 | 10.9 |
| 2017 | 0.45 | 4.27 | -0.98 | 0.06 | -0.37 | 1.53 | 2.02 | -0.6 | 3.26 | 1.06 | 2.56 | 1.59 | 15.7 |
| 2018 | 3.61 | -4.73 | -1.37 | -0.19 | 1.26 | -0.37 | 3.58 | 1.4 | -0.59 | -6.77 | 1.81 | -9.61 | -12.2 |
| 2019 | 8.67 | 3.7 | -0.48 | 3.24 | -6.62 | 6.51 | 0.81 | -3.13 | 2.75 | 0.94 | 2.99 | -3.29 | 16.2 |
| 2020 | -2.6 | -10.12 | -18.72 | 10.58 | 2.28 | -0.57 | 3 | 3.72 | -5.35 | -1.62 | 10.87 | 4.29 | -6.6 |
| 2021 | -13.31 | 4.72 | 6.66 | 20.39 | 1.98 | -0.85 | 1.72 | 2.48 | -4.42 | 4.32 | -2.48 | -6.67 | 9.8 |
| 2022 | -2.08 | -2.32 | 1.49 | -4.95 | 2.46 | -7.14 | 4.73 | -3.18 | -8.32 | 10.74 | 5.89 | -7.87 | -11.8 |
| 2023 | 1.99 | -3.25 | -0.82 | 2.41 | -4.11 | 4.52 | 2.57 | -2 | -4.52 | -2.22 | 6.64 | 3.88 | 4.4 |
| 2024 | 1.2 | 2.16 | 3.07 | -2.71 | 14 |