Schwab Small-Cap Index Fund
Monthly Returns (%)| Years | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annual |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | 0 | 0 | 0 | 0 | 0 | 4.82 | 6.81 | 1.83 | 7.54 | -4.31 | -1.07 | 2.26 | 0 |
| 1998 | -2.46 | 7.91 | 4.41 | 0.56 | -6.02 | 0.16 | -7.85 | -19.49 | 6.59 | 4.76 | 5.26 | 0.7 | -8.7 |
| 1999 | 0.25 | -8.34 | 1.34 | 7.93 | 1.71 | 5.6 | -0.51 | -2.92 | 1 | 1.87 | 6.25 | 8.74 | 23.9 |
| 2000 | -3.77 | 13.25 | -3.01 | -4.88 | -4.69 | 8.44 | -3.96 | 10.04 | -3.03 | -1.72 | -9.53 | -3.72 | -8.8 |
| 2001 | 1.63 | -7.55 | -4.52 | 8.07 | 2.64 | 4.49 | -4.5 | -2.8 | -14.1 | 5.06 | 7.38 | 1.92 | -4.7 |
| 2002 | -3.6 | -3.55 | 8.66 | -0.51 | -4.55 | -5.24 | -13.63 | 0.51 | -6.51 | 2.79 | 8.73 | -6.93 | -23.2 |
| 2003 | -4.76 | -3.28 | 1.21 | 10.45 | 10.69 | 1.76 | 5.26 | 4.87 | -2.03 | 8.24 | 3.51 | 1.43 | 42.6 |
| 2004 | 2.82 | 0.41 | 0.4 | -4.98 | 1.64 | 4.69 | -6.67 | -0.75 | 5.22 | 1.99 | 8.62 | 3.03 | 16.6 |
| 2005 | -3.79 | 1.92 | -2.85 | -5.59 | 6.97 | 3.38 | 6.12 | -1.88 | 0.44 | -3.04 | 4.65 | -0.63 | 4.9 |
| 2006 | 8.02 | -0.52 | 4.18 | 0.39 | -4.89 | 0.16 | -3.18 | 2.4 | 1.07 | 5.57 | 2.89 | -11.24 | 3.4 |
| 2007 | 2.34 | -0.33 | 1.46 | 2.18 | 4.31 | -1.51 | -6.16 | 1.8 | 1.4 | 2.63 | -6.43 | -1.15 | -0.1 |
| 2008 | -6 | -2.87 | 0.06 | 5.17 | 4.18 | -9.7 | 2.7 | 4.22 | -8.14 | -20.77 | -12.27 | 5.28 | -35 |
| 2009 | -11.06 | -12.79 | 9.5 | 19.62 | 3.79 | 1.14 | 10.14 | 3.96 | 6.04 | -6.31 | 3.5 | 8.07 | 35.7 |
| 2010 | -3.1 | 4.31 | 8.61 | 5.92 | -7.74 | -8 | 6.94 | -7.23 | 12.54 | 3.73 | 3.23 | 7.93 | 27.4 |
| 2011 | 0.28 | 5.2 | 2.6 | 2.58 | -1.28 | -1.9 | -3.57 | -8.54 | -10.69 | 14.93 | 0 | -0.22 | -2.9 |
| 2012 | 7.05 | 2.41 | 2.54 | -1.54 | -6.56 | 1.98 | 1.55 | 3.34 | 3.28 | -2.16 | 0.52 | 3.56 | 16.4 |
| 2013 | 6.25 | 1.07 | 4.63 | -0.38 | 3.98 | -0.53 | 7 | -3.14 | 6.36 | 2.52 | 3.98 | 1.95 | 38.7 |
| 2014 | -2.79 | 4.7 | -0.68 | -3.84 | 0.82 | 5.29 | -6.01 | 4.97 | -6.05 | 6.59 | 0.11 | 2.84 | 5 |
| 2015 | -3.23 | 5.94 | 1.74 | -2.56 | 2.3 | 0.78 | -1.17 | -6.27 | -4.93 | 5.62 | 3.23 | -4.97 | -4.4 |
| 2016 | -8.76 | 0 | 8 | 1.56 | 2.24 | -0.08 | 6.01 | 1.76 | 1.09 | -4.73 | 11.13 | 2.81 | 21.4 |
| 2017 | 0.39 | 1.91 | 0.17 | 1.11 | -2.03 | 3.43 | 0.75 | -1.28 | 6.23 | 0.87 | 2.86 | -0.32 | 14.8 |
| 2018 | 2.61 | -3.85 | 1.32 | 0.88 | 6.05 | 0.7 | 1.76 | 4.35 | -2.43 | -10.85 | 1.61 | -12.14 | -11.2 |
| 2019 | 11.26 | 5.22 | -2.12 | 3.41 | -7.75 | 7.07 | 0.56 | -4.91 | 2.07 | 2.63 | 4.75 | -3.61 | 18.4 |
| 2020 | 5.64 | 2.8 | 3.51 | 6.52 | 13.75 | -21.69 | -8.41 | -3.19 | -5.74 | 2.1 | 18.43 | 8.67 | 17.1 |
| 2021 | -3.62 | 6.22 | 10.07 | 2.08 | 0.2 | -6.47 | -3.59 | 2.23 | -2.94 | 4.25 | -4.18 | 2.21 | 5.3 |
| 2022 | -9.63 | 1.08 | 1.25 | -9.9 | 0.13 | -8.24 | 10.47 | -2.04 | -9.58 | 11 | 2.34 | -7.69 | -21.4 |
| 2023 | 9.78 | -1.68 | -4.76 | -1.79 | -0.91 | 8.11 | 6.13 | -5 | -5.88 | -6.8 | 9.04 | 10.47 | 15.2 |
| 2024 | -3.88 | 9.4 |