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Schwab S&p 500 Index Fund- Select Shares: (MF: SWPPX)

(NASDAQ Mutual Funds) As of Jun 18, 2026 05:58 PM ET

$19.32 USD

+0.21 (1.10%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2019

Total Return %* Percentile Rank Objective
YTD 27.59 10
3 months 7.83 32
6 months 15.22 12
1 Year 16.07 12
3 Year 14.84 8
5 Year 10.91 4
10 Year 13.35 5

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 107.26
Bear Market (10/07 - 2/09) -50.72
Bull Market (2/09 - 3/21) 430.21

Load Adjusted Returns as of Nov 30, 2019

1 Year 4.21
5 Year 10.76
10 Year 13.15
Since Inception 7.69

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2019 13.62 4.29 1.69 NA
2018 -0.77 3.42 7.71 -13.52
2017 6.04 3.09 4.46 6.65
2016 1.29 2.44 3.81 3.78
2015 0.90 0.27 -6.45 6.99
2014 1.76 5.21 1.10 4.91

Annual Return

20192018201720162015201420132012201120102009
% Total Return 27.59-4.4121.8011.811.2713.5632.2715.902.0614.9726.25
% Total Return Rel to Index -0.05-0.020.01-0.12-0.11-0.07-0.10-0.08-0.03-0.09-0.16
% Total Return Rel to Peer 5.273.144.390.484.494.673.311.902.650.910.30
% Perf Quintile vs Peer* 1.001.001.003.001.001.002.002.002.002.002.00
% Dividends 0.000.840.710.680.670.570.480.490.390.350.24
% Yield 1.622.071.641.872.001.701.572.091.911.731.33
Capital Gains ($) 0.000.180.020.190.320.000.000.000.000.000.00
Expense Ratio 0.020.030.050.090.090.090.090.090.090.090.13

* 1 = Top 20%, 5 = Bottom 20%