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Schwab International Opportunities (SWMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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20.08-0.11 (-0.54%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.65%
5-Year Average Return3.82%
Number of Years Up13
Number of Years Down6
Best 1 Yr Total Return (Apr 14, 2024)48.47%
Worst 1 Yr Total Return (Apr 14, 2024)N/A
Best 3-Yr Total Return48.47%
Worst 3-Yr Total Return-3.85%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSWMIXCategory
YTD3.96%7.01%
1-Month2.98%0.44%
3-Month3.96%6.77%
1-Year7.21%34.50%
3-Year-3.09%13.81%
5-Year5.35%13.83%
10-Year3.93%8.22%
Last Bull Market35.68%17.48%
Last Bear Market-15.71%-22.43%

Annual Total Return (%) History

Year
SWMIXCategory
2024
N/AN/A
2023
12.49%N/A
2022
-25.35%N/A
2021
5.85%N/A
2020
23.90%25.48%
2019
26.07%27.83%
2018
-19.14%-14.08%
2017
33.65%30.87%
2016
-0.28%-2.14%
2015
1.61%0.95%
2014
-6.05%-3.92%
2013
22.83%18.58%
2012
23.39%17.70%
2011
-13.55%-12.30%
2010
21.75%14.78%
2009
48.47%38.02%
2008
-47.25%-46.56%
2007
16.48%16.26%
2006
24.70%23.95%
2005
19.59%15.23%
2004
N/A16.23%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.96%N/AN/AN/A
20239.09%1.63%-7.65%9.87%
2022-14.27%-15.71%-11.12%16.22%
20211.54%6.39%-1.36%-0.66%
2020-25.85%26.69%10.22%19.65%
201911.25%3.90%-1.65%10.90%
20180.15%-2.00%-1.19%-16.62%
20179.50%7.49%8.32%4.84%
2016-1.72%-2.62%8.17%-3.68%
20155.23%2.02%-9.37%4.44%
20141.04%1.94%-7.05%-1.87%
20135.55%-1.10%10.87%6.12%
201213.62%-6.42%7.60%7.85%
20112.34%2.23%-21.21%4.87%
20104.06%-9.60%17.80%9.88%
2009-9.43%27.91%21.03%5.90%
2008-9.02%0.15%-22.64%-25.16%
20076.27%8.18%3.13%-1.76%
200610.19%-2.17%3.57%11.70%
20051.58%0.32%11.84%4.93%
2004-2.15%15.28%N/AN/A

Rank In Category (By Total Return)

YTD76
1-Month35
3-Month76
1-Year86
3-Year80
5-Year79

Load Adjusted Returns

1-Year7.21%
3-Year-3.09%
5-Year5.35%
10-Year3.93%