About SWTSX

The investment seeks to track the total return of the entire U.S. stock market, as measured by the Dow Jones U.S. Total Stock Market IndexSM. The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally gives the same weight to a given stock as the index does. The fund may invest in derivatives, principally futures contracts, and lend its securities to minimize the gap in performance that naturally exists between any index fund and its corresponding index.

Rankings

U.S. News evaluated 1,257 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

SWTSX is not currently ranked.

SEE ALL MUTUAL FUND RATINGS

SCORECARD

Trailing Total Returns Monthly

 

1-Month

 

3-Month

 

6-Month

 

1-Year

SWTSX 1.71 4.76 17.62 38.88
S&P 500 TR USD 2.38 5.5 19.19 36.45
Category (LB) 2.01 4.74 18.52 36.72
+/- S&P 500 TR USD -0.67 -0.74 -1.57 2.43
+/- Category (LB) -0.3 0.02 -0.9 2.16
Rank in Category 72 58 75 28

Updated 07/31/21

Performance

The fund has returned 38.88 percent over the past year, 18.02 percent over the past three years, 17.30 percent over the past five years, and 15.08 percent over the past decade.

SEE MORE SWTSX PERFORMANCE

Fees

Fees are Below Average compared to funds in the same category. Schwab Total Stock Market Index FundĀ® has an expense ratio of 0.03 percent.

Net Expense Ratio

0.03

Category Average: 0.89%*

Management

0.03

Category Average: 0.52%*

SEE MORE SWTSX FEES

Updated 07/31/21

Updated 07/31/21

Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

Volatility Measurements

Volitility measures reflect the uncertainty or risk of change in a security`s value.

SEE MORE SWTSX RISK

Updated 07/31/21

Updated 07/31/21

See Also:

Search Funds

Tell us about you

Find us at the office

Czerniakowski- Abodeely street no. 60, 49490 Hamilton, Bermuda

Give us a ring

Bartlomiej Stobierski
+11 189 505 54
Mon - Fri, 11:00-22:00

Say hello