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Schwab Fdmtl Emerg Markets Equity Idx (SFENX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.49+0.13 (+1.39%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.52%
5-Year Average Return4.75%
Number of Years Up8
Number of Years Down7
Best 1 Yr Total Return (Jul 2, 2024)74.65%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return74.65%
Worst 3-Yr Total Return-11.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSFENXCategory
YTD9.64%8.73%
1-Month1.52%1.20%
3-Month6.87%5.47%
1-Year15.71%41.79%
3-Year1.91%11.48%
5-Year4.62%12.18%
10-Year3.74%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%6.87%N/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)

YTD25
1-Month77
3-Month8
1-Year27
3-Year11
5-Year36

Load Adjusted Returns

1-Year15.71%
3-Year1.91%
5-Year4.62%
10-Year3.74%