Back to top
more

Schwab Total Stock Market Index Fd Select Shs A Series Of Schwab Capit: (MF: SWTSX)

(NASDAQ Mutual Funds) As of Oct 27, 2025 06:09 PM ET

$16.65 USD

+0.20 (1.22%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2025

Total Return %* Percentile Rank Objective
YTD 14.36 26
3 months 8.22 5
6 months 20.21 10
1 Year 17.44 11
3 Year 24.14 15
5 Year 15.68 26
10 Year 14.61 10

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 115.40
Bear Market (10/07 - 2/09) -50.20
Bull Market (2/09 - 3/21) 1,088.11

Load Adjusted Returns as of Sep 30, 2025

1 Year 17.44
5 Year 15.67
10 Year 14.61
Since Inception 8.36

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -4.86 11.07 8.22 NA
2024 10.04 3.24 6.15 2.69
2023 7.24 8.38 -3.30 12.14
2022 -5.39 -16.84 -4.55 7.17
2021 6.44 8.28 -0.13 9.14
2020 -20.97 22.07 9.05 14.74

Annual Return

20252024202320222021202020192018201720162015
% Total Return 14.3623.8426.04-19.5325.6320.7130.89-5.2921.0412.560.42
% Total Return Rel to Index -0.46-1.17-0.20-1.32-3.042.31-0.59-0.90-0.740.62-0.96
% Total Return Rel to Peer 2.348.0010.76-8.741.2912.505.252.263.631.233.63
% Perf Quintile vs Peer* 0.000.001.005.003.001.001.002.001.003.002.00
% Dividends 0.000.170.160.150.130.150.130.120.100.100.10
% Yield 0.001.161.421.611.161.621.672.041.511.741.82
Capital Gains ($) 0.000.000.000.000.030.000.020.030.010.020.04
Expense Ratio 0.030.030.030.030.030.030.030.030.050.090.09

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