Fund Performance
 
Performance and Daily Net Asset Values (NAV)
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Fundamental Index* Funds
    as of 4/17/14 YTD as of as of 3/31/14 Since
Fund Name
10K
Chart
SymbolPriceChange%Change4/17/141 yr.3 yr.5 yr.10 yr.Incept
SFLNX
14.490.020.14%2.04%21.49%14.42%25.63%--7.37%
SFSNX
13.020.040.31%0.77%26.38%13.47%29.67%--8.97%
SFNNX
9.250.030.33%2.44%24.98%6.29%17.43%--1.89%
SFILX
11.580.040.35%1.49%18.96%7.50%20.89%--6.48%
SFENX
8.730.080.92%-0.91%-1.63%-5.06%12.43%--0.37%
Real Estate Funds
    as of 4/17/14 YTD as of as of 3/31/14 Since
Fund Name
10K
Chart
SymbolPriceChange%Change4/17/141 yr.3 yr.5 yr.10 yr.Incept
SWASX
6.850.000.00%5.95%0.74%5.66%20.64%---0.89%
Active Equity Funds
    as of 4/17/14 YTD as of as of 3/31/14 Since
Fund Name
10K
Chart
SymbolPriceChange%Change4/17/141 yr.3 yr.5 yr.10 yr.Incept
SWHEX
18.010.010.06%1.92%13.01%7.01%11.14%5.56%6.85%
SWANX
23.200.070.30%1.31%21.64%12.82%18.65%7.60%8.22%
SWDSX
18.030.040.22%1.92%20.82%14.66%19.20%7.95%9.24%
SWLSX
16.460.050.30%-0.48%21.96%12.78%19.03%--6.76%
SWSCX
24.090.180.75%0.04%29.01%16.91%26.66%9.51%12.06%
SWHFX
23.800.050.21%2.19%26.59%22.23%22.99%11.79%9.11%
SWFFX
14.550.040.28%0.07%22.87%12.36%19.42%3.54%5.14%
International Equity Funds
    as of 4/17/14 YTD as of as of 3/31/14 Since
Fund Name
10K
Chart
SymbolPriceChange%Change4/17/141 yr.3 yr.5 yr.10 yr.Incept
SICNX
10.030.050.50%2.24%20.92%10.44%18.09%--2.72%
Equity Index Funds
    as of 4/17/14 YTD as of as of 3/31/14 Since
Fund Name
10K
Chart
SymbolPriceChange%Change4/17/141 yr.3 yr.5 yr.10 yr.Incept
SNXFX
49.320.080.16%1.31%22.01%14.28%21.23%7.53%9.39%
SWISX
20.020.060.30%0.70%17.21%7.19%15.86%6.60%4.78%
SWSSX
27.070.150.56%-1.88%24.77%13.67%26.46%9.47%9.15%
SWPPX
29.270.040.14%1.46%21.72%14.58%21.03%7.38%6.75%
SWTSX
34.090.070.21%1.25%22.48%14.64%21.84%8.04%5.26%
Taxable Bonds
    as of 4/17/14 YTD as of as of 3/31/14 Since
Fund Name
10K
Chart
SymbolPriceChange%Change4/17/141 yr.3 yr.5 yr.10 yr.Incept
SWBDX
9.26-0.01-0.11%0.36%0.16%1.57%2.34%1.63%3.95%
SWLBX
9.40-0.03-0.32%2.32%-0.41%3.41%4.34%3.01%4.97%
SWGSX
10.01-0.03-0.30%1.94%-0.85%2.66%3.56%4.24%4.04%
SWRSX
11.16-0.02-0.18%2.81%-6.72%3.14%4.41%--4.58%
SWIIX
10.15-0.03-0.29%1.29%-0.25%2.75%5.92%--4.80%
Tax-Free Bonds
    as of 4/17/14 YTD as of as of 3/31/14 Since
Fund Name
10K
Chart
SymbolPriceChange%Change4/17/141 yr.3 yr.5 yr.10 yr.Incept
SWCAX
12.000.000.00%3.32%1.18%5.27%5.04%4.03%5.47%
SWNTX
11.790.000.00%2.95%0.39%4.87%5.26%4.04%5.24%
Asset Allocation Funds
    as of 4/17/14 YTD as of as of 3/31/14 Since
Fund Name
10K
Chart
SymbolPriceChange%Change4/17/141 yr.3 yr.5 yr.10 yr.Incept
SWHGX
22.300.040.18%0.54%16.37%10.27%17.17%6.62%7.17%
SWBGX
18.810.010.05%0.91%11.89%8.55%13.87%5.76%6.58%
SWCGX
15.57-0.01-0.06%1.32%7.55%6.70%10.50%4.81%5.86%
SWEGX
16.520.050.30%0.30%20.49%11.61%20.29%7.28%5.24%
SWOBX
14.630.010.07%0.48%13.09%9.21%13.63%5.76%6.61%
SWBRX
12.010.000.00%1.09%7.34%6.76%11.11%--4.84%
SWGRX
12.370.000.00%0.98%8.85%7.44%12.84%--5.55%
SWCRX
13.770.010.07%0.88%11.62%8.81%14.76%--6.27%
SWHRX
13.940.020.14%0.87%13.66%9.70%16.14%--7.61%
SWDRX
15.080.030.20%0.73%15.30%10.32%17.11%--7.14%
SWIRX
14.530.030.21%0.62%16.88%10.96%18.08%--8.23%
SWERX
15.980.040.25%0.57%18.01%11.43%18.80%--7.73%
SWMRX
12.060.040.33%0.50%18.57%------19.41%
SWNRX
12.130.040.33%0.50%19.24%------20.09%
SWORX
12.160.040.33%0.41%19.42%------20.33%
Income Funds
    as of 4/17/14 YTD as of as of 3/31/14 Since
Fund Name
10K
Chart
SymbolPriceChange%Change4/17/141 yr.3 yr.5 yr.10 yr.Incept
SWJRX
11.300.000.00%2.02%7.84%6.87%10.86%--5.35%
SWKRX
10.99-0.01-0.09%2.00%5.32%5.72%8.59%--4.81%
SWLRX
10.35-0.02-0.19%1.96%2.75%3.88%5.95%--3.84%

Past performance does not guarantee future results. The performance data quoted represents past performance, and current returns may be lower or higher. The investment return and net asset value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. To obtain more current performance information or portfolio holdings as of the most recent quarter-end, please call 877-824-5615.

Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download and print a prospectus by clicking on Prospectus & Reports. Please read the prospectus carefully before investing.

In order to understand risks and other investment considerations, please read our important disclosures now, before reviewing fund performance.Click here for standardized quarterly returns and expense ratios.

The Schwab Fundamental Index Funds are not in any way sponsored, endorsed, sold or promoted by FTSE International Limited ("FTSE") or by the London Stock Exchange plc ("Exchange") or by Research Affiliates LLC ("RA"), and neither FTSE nor Exchange nor RA makes any warranty or representation whatsoever, expressly or implicitly, as to the results to be obtained from the use of the FTSE RAFI Indices ("Indices") and/or the figure at which the said Indices stand at any particular time on any particular day or otherwise. The Indices are compiled and calculated by FTSE in conjunction with RA; however, neither FTSE nor Exchange nor RA shall be liable (whether in negligence or otherwise) to any person for any error in the Indices, and neither FTSE nor the Exchange nor RA shall be under any obligation to advise any person of any error therein. The Fundamental Index and RAFI trade names and patent-pending concept are the exclusive property of Research Affiliates, LLC and are used by Charles Schwab & Co., Inc. under license through FTSE. FTSE, Rob Arnott and Research Affiliates, LLC are not affiliated with Charles Schwab & Co., Inc.

Barclays and the name identifying the Barclays' index are trade marks or names of Barclays Bank PLC and its affiliates ("Barclays") and have been licensed for use in connection with the Schwab Treasury Inflation Protected Securities Index Fund. The Schwab Treasury Inflation Protected Securities Index Fund is not sponsored by, endorsed, sold or promoted by Barclays and Barclays makes no representation regarding the advisability of investing in such fund. Neither CSIM nor any of its affiliates are affiliated with the companies listed above.

Russell Investments and Research Affiliates LLC have entered into a strategic alliance with respect to the Russell Fundamental Indexes. Subject to Research Affiliates' intellectual property rights in certain content, Russell Investments is the owner of all copyrights related to the Russell Fundamental Indexes. Russell Investments and Research Affiliates jointly own all trademark and service mark rights in and to the Russell Fundamental Indexes. Charles Schwab & Co., Inc. is not affiliated with Russell Investments or Research Affiliates.

The Fundamental U.S. Large Co. Spliced Index is comprised of the FTSE RAFI US 1000 Index from inception of the Schwab Fundamental US Large Company Index Fund (4/2/07) until the close of business on 10/18/2012 and the Russell Fundamental U.S. Large Co. Index from 10/19/2012 forward.

The Fundamental U.S. Small Co. Spliced Index is comprised of the FTSE RAFI US Mid Small 1500 Index from inception of the Schwab Fundamental US Small Company Index Fund (4/2/07) until the close of business on 10/18/ 2012 and the Russell Fundamental U.S. Small Co. Index from 10/19/2012 forward.

The Fundamental Dev ex-U.S. Large Co. Spliced Index is comprised of the FTSE RAFI Developed ex U.S. 1000 Index from inception of the Schwab Fundamental International Large Company Index Fund (4/2/07) until the close of business on 10/18/2012 and the Russell Fundamental Dev ex-U.S. Large Co. Index (Net) from 10/19/2012 forward.

The Fundamental Dev ex-U.S. Small Co. Spliced Index is comprised of the FTSE RAFI Developed ex US Mid Small 1500 Index from inception of the Schwab Fundamental International Small Company Index Fund (1/31/08) until the close of business on 10/18/2012 and the Russell Fundamental Dev ex-U.S. Small Co. Index (Net) from 10/19/2012 forward.

The Fundamental Emerging Large Co. Spliced Index is comprised of the FTSE RAFI Emerging Markets Index from inception of the Schwab Fundamental Emerging Markets Large Company Index Fund (1/31/08) until the close of business on 10/18/2012 and the Russell Fundamental Emerging Markets Large Co. Index (Net) from 10/19/2012 forward.

Total return includes change in share price and reinvestment of distributions. The total return set forth reflects the fee waiver without which total return would have been lower.

Historically, small-cap stocks have been more volatile than the stocks of large, more established companies.

International investing involves special risks such as currency fluctuation and political instability.

Bond investments are generally subject to increased loss of principle during periods of rising interest rates

*Schwab is a registered trademark of Charles Schwab & Co., Inc. Fundamental Index is a registered trademark of Research Affiliates LLC.

**The Schwab Premier Equity Fund merged into Schwab Core Equity fund on September 7, 2012

1Formerly named Schwab Treasury Inflation Protected Securities Fund

2Formerly named Schwab Premier Income Fund

Cumulative Growth of a $10,000 Investment (pre-tax)Close
Growth of $10,000 Investment as of         
Fund
Category

This graph represents the growth of a hypothetical investment of $10,000. It assumes reinvestment of dividends and capital gains, and does not reflect sales loads, redemption fees or the effects of taxes on any capital gains and/or distributions.

In order to understand risks and other investment considerations, please read our important disclosures now, before reviewing fund performance. Click here for standardized quarterly returns and expense ratios.