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Schwab MarketTrack All Equity (SWEGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.70+0.18 (+0.80%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.65%
5-year average return9.18%
Number of years up17
Number of years down8
Best 1-yr total return (25 Apr 2024)29.74%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return29.74%
Worst 3-yr total return4.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWEGXCategory
YTD6.89%13.38%
1-month3.22%1.16%
3-month6.89%6.75%
1-year21.64%40.77%
3-year7.05%13.59%
5-year10.55%13.52%
10-year8.68%10.48%
Last bull market42.33%21.11%
Last bear market-14.74%-19.34%

Annual total return (%) history

Year
SWEGXCategory
2024
N/AN/A
2023
20.86%N/A
2022
-16.32%N/A
2021
22.69%N/A
2020
11.11%15.41%
2019
25.59%24.78%
2018
-9.54%-9.27%
2017
19.83%18.41%
2016
13.49%8.45%
2015
-2.71%-1.74%
2014
4.93%5.50%
2013
29.74%26.84%
2012
16.50%15.29%
2011
-3.71%-4.13%
2010
14.90%14.83%
2009
28.96%30.03%
2008
-38.04%-38.64%
2007
6.11%7.48%
2006
18.36%14.66%
2005
6.83%7.75%
2004
13.98%12.45%
2003
33.96%30.32%
2002
-20.45%-19.14%
2001
-13.05%-7.34%
2000
-8.91%-0.06%
1999
25.06%25.27%
1998
N/A14.49%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.89%N/AN/AN/A
20236.21%5.69%-3.72%11.82%
2022-4.74%-14.74%-6.62%10.34%
20218.11%7.04%-0.83%6.91%
2020-24.96%19.08%6.22%17.06%
201912.11%3.14%-0.21%8.84%
2018-0.80%2.36%4.51%-14.76%
20175.19%3.11%5.07%5.16%
20160.94%2.12%5.66%4.20%
20152.52%0.29%-9.47%4.53%
20141.15%3.96%-3.29%3.18%
20138.91%1.64%8.12%8.40%
201212.05%-4.16%5.90%2.44%
20115.89%0.36%-17.77%10.17%
20104.88%-12.22%13.08%10.37%
2009-13.38%20.79%18.02%4.44%
2008-9.05%-1.82%-9.90%-22.99%
20072.16%6.07%1.00%-3.05%
20067.37%-1.40%3.72%7.80%
2005-2.30%1.27%5.72%2.13%
20042.40%1.07%-1.54%11.86%
2003-5.70%18.54%5.09%14.03%
20020.52%-9.41%-18.38%7.03%
2001-12.22%6.05%-15.98%11.18%
20002.13%-3.09%-2.15%-5.94%
19990.78%7.84%-1.71%17.07%
1998-14.33%19.66%N/AN/A

Rank in category (by total return)

YTD72
1-month55
3-month72
1-year41
3-year8
5-year23

Load adjusted returns

1-year21.64%
3-year7.05%
5-year10.55%
10-year8.68%