Schwab S&P 500 Index Fund (SWPPX)

$48.70
D Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Schwab S&P 500 Index Fund 12 0.97 -1.40% -1.44% 0.09%
U.S. Large Cap 12 0.99 -0.79% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 13.55% 15.72% -2.18%
Year-to-Date -1.40% -0.79% -0.61%
1 Year 5.34% 7.60% -2.26%

Risk, Fees & Styles

(as of 1/31/2020)
RISK PROFILE Help

Fund's Risk

12%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 12% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.09%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$118

Real cost (fees + lost compounding)

$146

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
97%

Return in excess of styles
(over past year)
-1.21%