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SNXFX: SCHWAB 1000 INDEX FUND INVESTOR SHARES (MUTUAL FUND)
Basic Info 15.8 0.44(2.71%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 12/18/1991 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 0.17% |
| Expenses | 0.05% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 8.6 | 25.4 | 21.5 | 12.5 | 14.8 | 13.8 | 11.0 | 10.8 | 17.2 | 24.5 | 26.5 | -19.5 | 25.4 | 19.4 | 31.4 | -5.0 | 21.7 | 11.5 | 0.8 | 12.7 | 32.6 | 15.7 | 1.1 | 16.0 | 27.7 | -37.3 | 5.7 | 15.2 | 6.0 | 10.8 | 28.7 | -21.0 | -12.3 | -8.2 | 21.0 | 27.2 | 31.9 | 21.6 | 36.6 | -0.1 | 9.6 | 8.5 | 8.9 |
| Sharpe Ratio | NA | 1.32 | 1.83 | 1.2 | 0.58 | 0.71 | NA | NA | 0.49 | 0.76 | 1.62 | 1.71 | -0.84 | 1.87 | 0.55 | 2.39 | -0.38 | 3.08 | 0.85 | 0.05 | 1.1 | 2.91 | 1.23 | 0.05 | 0.86 | 1.01 | -0.94 | 0.16 | 1.17 | 0.37 | 0.89 | 1.69 | -0.87 | -0.68 | -0.54 | 0.99 | 1.18 | 1.64 | 1.54 | 4.13 | -0.33 | 0.87 | 0.64 | 81.79 |
| Draw Down(%) | NA | 8.9 | 8.9 | 19.2 | 25.4 | 34.6 | NA | NA | 55.1 | 19.2 | 8.6 | 10.4 | 25.4 | 5.3 | 34.6 | 6.6 | 19.8 | 2.7 | 10.9 | 11.9 | 7.6 | 5.8 | 9.9 | 19.7 | 15.8 | 26.8 | 48.2 | 9.7 | 7.9 | 6.7 | 8.0 | 13.3 | 32.4 | 29.7 | 17.3 | 11.8 | 20.1 | 10.2 | 8.4 | 2.7 | 8.4 | 5.1 | 6.1 | 0.4 |
| Standard Deviation(%) | NA | 14.2 | 12.5 | 15.1 | 17.3 | 18.4 | NA | NA | 18.2 | 19.0 | 12.9 | 13.5 | 24.9 | 13.5 | 35.0 | 12.6 | 17.0 | 6.9 | 13.3 | 15.3 | 11.6 | 11.2 | 12.8 | 23.8 | 18.4 | 27.4 | 40.6 | 15.8 | 10.1 | 10.2 | 11.1 | 16.6 | 25.4 | 22.0 | 23.2 | 17.8 | 20.1 | 17.2 | 11.5 | 7.9 | 9.6 | 8.6 | 9.3 | 16.7 |
| Treynor Ratio | NA | 0.19 | 0.23 | 0.18 | 0.1 | 0.13 | NA | NA | 0.09 | 0.14 | 0.21 | 0.23 | -0.21 | 0.25 | 0.19 | 0.3 | -0.06 | 0.21 | 0.11 | 0.01 | 0.13 | 0.32 | 0.17 | 0.01 | 0.16 | 0.27 | -0.38 | 0.03 | 0.12 | 0.04 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | NA | NA | 1.0 | 1.0 | 1.0 | 1.01 | 1.0 | 1.01 | 1.01 | 1.0 | 0.99 | 1.01 | 1.01 | 0.99 | 1.0 | 1.01 | 0.94 | 1.0 | 1.01 | 1.0 | 0.99 | 1.0 | 0.99 | 0.99 | 1.0 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 0.98 | 0.99 | 0.99 | 1.0 | NA | NA | 0.7 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 0.89 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.2 | 1.5 | 1.8 | 1.3 | 1.5 | 2.0 | 3.8 | 5.7 | 4.9 | 3.7 | 6.0 | 4.8 | 5.7 | 6.9 | 5.9 | 3.1 | 2.1 | 1.5 | 1.6 | 1.4 | 1.3 | 1.5 | 1.3 | 1.2 | 0.8 | 0.6 | 0.8 | 0.9 | 1.3 | 1.5 | 1.8 | 2.0 | 2.1 | 2.2 | 1.4 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -86.3 | 7.5 | 9.3 | 7.7 | -13.9 | -33.5 | -40.8 | 36.7 | 44.6 | -41.7 | 36.4 | 2.4 | -9.1 | 10.5 | 114.9 | 79.8 | -10.0 | -0.6 | 24.7 | 13.3 | -3.6 | 38.1 | -10.2 | 40.8 | 13.3 | -7.0 | 2.0 | -3.8 | 1.5 | 12.6 | -12.2 | 2.3 | 4.1 | 62.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/02/1991
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