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Schwab Fdmtl Intl Sm Co Idx (SFILX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.64+0.10 (+0.80%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.86%
5-year average return4.08%
Number of years up11
Number of years down4
Best 1-yr total return (22 Apr 2024)47.92%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return47.92%
Worst 3-yr total return0.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSFILXCategory
YTD1.41%14.60%
1-month2.86%-1.66%
3-month1.41%5.70%
1-year9.93%46.89%
3-year0.61%6.61%
5-year5.12%9.96%
10-year4.66%6.46%
Last bull market39.12%14.17%
Last bear market-13.92%-22.90%

Annual total return (%) history

Year
SFILXCategory
2024
N/AN/A
2023
14.83%N/A
2022
-14.87%N/A
2021
9.74%N/A
2020
7.51%8.61%
2019
19.58%19.18%
2018
-18.57%-19.13%
2017
29.08%27.52%
2016
9.10%4.24%
2015
5.09%2.27%
2014
-4.63%-6.56%
2013
25.04%25.71%
2012
15.46%21.38%
2011
-12.66%-15.99%
2010
18.62%21.00%
2009
47.92%44.06%
2008
N/A-47.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.41%N/AN/AN/A
20235.93%0.58%-2.95%11.05%
2022-5.45%-13.92%-10.52%16.90%
20216.80%5.48%-1.23%-1.38%
2020-28.91%18.33%8.07%18.27%
20198.97%1.23%-1.46%10.01%
2018-0.55%-2.36%-0.85%-15.42%
20177.80%6.92%6.39%5.26%
20160.91%0.90%8.51%-1.26%
20155.63%3.11%-8.53%5.49%
20141.93%4.39%-7.25%-3.36%
20137.14%-1.39%12.71%5.01%
201211.92%-8.20%5.34%6.69%
20113.48%1.40%-17.14%0.46%
20104.02%-10.96%16.41%10.01%
2009-12.64%37.55%23.17%-0.05%
2008-4.29%-19.35%-17.54%N/A

Rank in category (by total return)

YTD83
1-month83
3-month83
1-year81
3-year93
5-year75

Load adjusted returns

1-year9.93%
3-year0.61%
5-year5.12%
10-year4.66%