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Schwab Health Care (SWHFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.04-0.22 (-0.91%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return4.49%
5-year average return10.71%
Number of years up16
Number of years down4
Best 1-yr total return (3 Feb 2019)39.95%
Worst 1-yr total return (3 Feb 2019)-24.96%
Best 3-yr total return39.95%
Worst 3-yr total return-5.35%

Trailing returns (%) vs. Benchmarks

ReturnSWHFXCategory
YTD-3.86%7.95%
1-month5.14%4.81%
3-month-3.86%7.18%
1-year16.43%30.16%
3-year13.56%16.10%
5-year12.32%15.71%
10-year14.27%15.27%
Last bull market18.01%23.06%
Last bear market-9.61%-13.88%

Annual total return (%) history

Year
SWHFXCategory
2021
23.29%N/A
2020
12.86%27.63%
2019
17.64%26.23%
2018
3.98%-0.40%
2017
20.20%24.31%
2016
-4.35%-10.60%
2015
8.42%8.05%
2014
21.50%27.25%
2013
39.95%48.17%
2012
19.21%21.55%
2011
11.53%7.66%
2010
9.75%8.38%
2009
20.13%22.48%
2008
-24.96%-23.43%
2007
10.68%9.27%
2006
2.11%4.27%
2005
20.03%9.64%
2004
31.01%9.84%
2003
36.76%32.51%
2002
-24.37%-28.13%
2001
-14.40%-11.26%
2000
N/A56.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20211.80%9.27%1.00%9.74%
2020-12.09%15.30%4.82%6.23%
20197.45%-0.28%-2.20%12.26%
2018-0.74%3.08%11.90%-9.19%
20178.09%6.84%4.44%-0.34%
2016-6.29%4.64%2.06%-4.43%
20159.61%2.30%-9.75%7.14%
20144.94%6.10%3.90%5.04%
201316.01%2.06%7.65%9.80%
20128.95%0.42%8.65%0.29%
20116.93%8.01%-10.20%7.53%
20103.76%-9.75%9.27%7.25%
2009-8.54%10.41%11.20%6.98%
2008-12.18%-0.55%0.56%-14.55%
20073.72%5.96%0.67%0.04%
20061.82%-6.15%5.28%1.49%
20050.81%8.73%5.08%4.21%
200412.59%1.97%-0.92%15.16%
20030.29%13.42%3.05%16.67%
2002-2.51%-15.87%-8.76%1.06%
2001-18.45%4.34%-0.55%1.16%
20007.33%7.33%N/AN/A

Rank in category (by total return)

YTD29
1-month64
3-month30
1-year60
3-year69
5-year76

Load adjusted returns

1-year23.86%
3-year14.50%
5-year12.48%
10-year14.12%