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Schwab Fdmtl Emerg Mkts Lg Co Idx (SFENX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.37+0.02 (+0.21%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.87%
5-year average return4.68%
Number of years up8
Number of years down7
Best 1-yr total return (20 Jun 2024)74.65%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return74.65%
Worst 3-yr total return-11.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFENXCategory
YTD7.99%8.73%
1-month3.49%1.20%
3-month7.61%5.47%
1-year19.76%41.79%
3-year1.47%11.48%
5-year5.49%12.18%
10-year3.87%4.39%
Last bull market14.48%17.73%
Last bear market-9.46%-25.55%

Annual total return (%) history

Year
SFENXCategory
2024
N/AN/A
2023
14.89%N/A
2022
-15.52%N/A
2021
13.94%N/A
2020
-3.00%17.90%
2019
19.47%19.25%
2018
-9.93%-16.07%
2017
26.42%34.17%
2016
31.89%8.47%
2015
-19.59%-13.79%
2014
-11.32%-3.01%
2013
-2.92%-0.14%
2012
15.55%18.15%
2011
-19.53%-19.86%
2010
16.10%19.26%
2009
74.65%73.81%
2008
N/A-54.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.59%N/AN/AN/A
20234.88%3.79%-1.89%7.57%
2022-6.58%-9.46%-8.99%9.75%
20218.17%5.89%0.10%-0.62%
2020-30.98%14.50%0.80%21.76%
20197.52%4.28%-4.65%11.75%
20184.77%-10.63%4.19%-7.68%
201710.34%0.95%7.29%5.79%
201612.84%2.99%10.32%2.87%
20150.53%2.23%-20.36%-1.75%
2014-2.72%7.12%-5.77%-9.68%
2013-4.00%-9.79%10.35%1.58%
201213.97%-10.66%7.04%6.02%
20112.61%-2.09%-23.70%4.98%
20102.17%-9.10%15.91%7.85%
2009-0.89%34.84%21.82%7.28%
2008-0.59%-22.79%-25.96%N/A

Rank in category (by total return)

YTD12
1-month8
3-month3
1-year19
3-year11
5-year32

Load adjusted returns

1-year19.76%
3-year1.47%
5-year5.49%
10-year3.87%