Schwab Small-Cap 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 | 3.12 | -1.1 | 9.35 | 4.83 | 3.07 | 0 |
| 2004 | 3.83 | 2.15 | 1.35 | -3.41 | 0.46 | 6.8 | -5.08 | -1.43 | 5.36 | 2.83 | 8.19 | 1.71 | 24.3 |
| 2005 | -1.78 | 2.83 | -0.07 | -6.78 | 8.72 | 4.46 | 6.54 | -0.81 | 0.19 | -0.5 | 4.5 | 4.43 | 22.8 |
| 2006 | 5.63 | 0.41 | 3.54 | 1.08 | -4.28 | 0.35 | -3.58 | 2.25 | 1.43 | 4.46 | 2.36 | 0.71 | 14.8 |
| 2007 | 1.53 | -1.56 | 1.48 | 2.48 | 3.42 | -1.12 | -6.23 | -2.64 | -0.11 | 2.88 | -7.3 | -0.89 | -8.4 |
| 2008 | -6.45 | -0.89 | -2.27 | 3.24 | 5.26 | -8.24 | 2.12 | 2.15 | -11.65 | -19.1 | -13.08 | 5.51 | -38.2 |
| 2009 | -10.75 | -10.43 | 8.28 | 16.13 | 2.88 | 0.9 | 9.61 | 2.62 | 6.26 | -7.63 | 3.32 | 7.47 | 27.9 |
| 2010 | -3.64 | 4.36 | 7.56 | 5.68 | -7.57 | -7.73 | 7.05 | -7.51 | 12.4 | 4.02 | 2.87 | 7.38 | 24.7 |
| 2011 | 1.95 | 5.98 | 2.52 | 3.22 | -1.13 | -1.32 | -2.91 | -9.88 | -11.36 | 17.02 | -1.22 | 0.51 | 0.5 |
| 2012 | 7.94 | 2.51 | 2.1 | -1.66 | -6.97 | 2 | 2.94 | 3.21 | 3.92 | -1.72 | 1.52 | 3.83 | 20.6 |
| 2013 | 6.51 | 1.11 | 5.1 | -0.05 | 4.19 | 0.09 | 7.98 | -4.18 | 6 | 3.45 | 4.3 | 2.65 | 43.3 |
| 2014 | -3.82 | 4.45 | 1.41 | -1.87 | 1.54 | 4.5 | -5.95 | 5.37 | -6.32 | 5.9 | 0.2 | 2.7 | 7.3 |
| 2015 | -2.42 | 5.83 | 1.79 | -2.53 | 2.41 | 0.68 | -1.17 | -5.4 | -4.75 | 6.81 | 1.51 | -5.52 | -3.6 |
| 2016 | -8.16 | 0.98 | 7.58 | 1.18 | 0.89 | -1.1 | 7.6 | 1.04 | 1.39 | -4.66 | 11.27 | 4.97 | 23.6 |
| 2017 | -1.42 | 1.39 | -0.69 | 1.47 | -2.95 | 3.51 | 1.22 | -1.74 | 5.86 | 1.16 | 2.42 | -0.3 | 10 |
| 2018 | 3.66 | -4.73 | 1.93 | 0.05 | 5.1 | 1.3 | 1.46 | 3.1 | -2.21 | -9.5 | 0.14 | -11.97 | -12.5 |
| 2019 | 12.14 | 5.32 | -3.79 | 3.7 | -9.72 | 7.9 | -0.65 | -5.83 | 2.65 | 2.58 | 2.82 | 1.28 | 17.8 |
| 2020 | 4.32 | 5.19 | 2.93 | 4.99 | 13.41 | -23.77 | -9.98 | -3.68 | -4 | 1.15 | 15.78 | 7.51 | 7.4 |
| 2021 | -6.62 | 7.3 | 3.14 | 16.57 | 1.69 | 1.05 | -1.99 | 3.05 | -1.93 | 3.89 | -2.52 | -7.38 | 15 |
| 2022 | -7.13 | 1.51 | 0.69 | -7.85 | 1.49 | -8.14 | 9.43 | -3.45 | -9.19 | 12.81 | 3.54 | -14.43 | -21.8 |
| 2023 | 9.12 | -0.6 | -5.16 | -2.55 | -0.24 | 9.3 | 5.34 | -3.99 | -4.31 | -6.48 | 7.95 | 11.83 | 19.4 |
| 2024 | -2.79 | 9.7 |