Schwab Funds

Statistics as of Nov 01, 2024

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Found total of 70 distinct funds
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Tip: click “3yr Sharpe” ratio to sort and find fund with best returns (reward) & the smallest drops (risk). Click on a few of these to compare them in the Ticker Box.
Prime Money Market
Expense Ratio
0.34%
TTM Yield
5.2%
3yr Sharpe
-0.17
YTD Return
4.1%
3yr Return
11.3%
1yr Return
5.3%
Total Assets
$323B
6M Money Flow
$27B
Large Blend
Expense Ratio
0.02%
TTM Yield
1.2%
3yr Sharpe
0.33
YTD Return
21.4%
3yr Return
30.0%
1yr Return
37.1%
Total Assets
$105B
6M Money Flow
$3B
Money Market-Taxable
Expense Ratio
0.19%
TTM Yield
5.2%
3yr Sharpe
-0.35
YTD Return
4.4%
3yr Return
11.0%
1yr Return
5.3%
Total Assets
$77B
6M Money Flow
$15B
Money Market-Taxable
Expense Ratio
0.34%
TTM Yield
5.0%
3yr Sharpe
-0.48
YTD Return
4.0%
3yr Return
10.8%
1yr Return
5.1%
Total Assets
$73B
6M Money Flow
$6B
Large Blend
Expense Ratio
0.03%
TTM Yield
1.2%
3yr Sharpe
0.23
YTD Return
20.2%
3yr Return
24.1%
1yr Return
37.2%
Total Assets
$26B
6M Money Flow
$329M
Money Market-Tax-Free
Expense Ratio
0.19%
TTM Yield
3.3%
3yr Sharpe
-3.78
YTD Return
2.8%
3yr Return
7.2%
1yr Return
3.4%
Total Assets
$18B
6M Money Flow
$2B
Large Blend
Expense Ratio
0.05%
TTM Yield
1.2%
3yr Sharpe
0.26
YTD Return
20.8%
3yr Return
25.9%
1yr Return
37.3%
Total Assets
$17B
6M Money Flow
-$169M
Foreign Large Blend
Expense Ratio
0.06%
TTM Yield
3.1%
3yr Sharpe
-0.06
YTD Return
7.1%
3yr Return
7.4%
1yr Return
21.2%
Total Assets
$10B
6M Money Flow
$259M
Large Value
Expense Ratio
0.25%
TTM Yield
1.6%
3yr Sharpe
0.41
YTD Return
16.2%
3yr Return
31.8%
1yr Return
31.7%
Total Assets
$9B
6M Money Flow
$155M
Money Market-Tax-Free
Expense Ratio
0.19%
TTM Yield
2.9%
3yr Sharpe
-5.32
YTD Return
2.4%
3yr Return
6.4%
1yr Return
3.0%
Total Assets
$9B
6M Money Flow
$371M
Small Blend
Expense Ratio
0.04%
TTM Yield
1.4%
3yr Sharpe
-0.18
YTD Return
10.3%
3yr Return
-2.0%
1yr Return
34.4%
Total Assets
$6B
6M Money Flow
$20M
Intermediate Core Bond
Expense Ratio
0.04%
TTM Yield
3.8%
3yr Sharpe
-0.80
YTD Return
1.5%
3yr Return
-7.0%
1yr Return
9.0%
Total Assets
$5B
6M Money Flow
$445M
Money Market-Tax-Free
Expense Ratio
0.19%
TTM Yield
3.3%
3yr Sharpe
-3.89
YTD Return
2.7%
3yr Return
7.1%
1yr Return
3.3%
Total Assets
$4B
6M Money Flow
$315M
Foreign Large Value
Expense Ratio
0.25%
TTM Yield
3.1%
3yr Sharpe
0.09
YTD Return
6.1%
3yr Return
15.3%
1yr Return
18.6%
Total Assets
$3B
6M Money Flow
$278M
Large Growth
Expense Ratio
0.04%
TTM Yield
0.5%
3yr Sharpe
0.25
YTD Return
25.0%
3yr Return
29.7%
1yr Return
42.7%
Total Assets
$3B
6M Money Flow
$333M
Money Market-Tax-Free
Expense Ratio
0.19%
TTM Yield
3.1%
3yr Sharpe
-4.01
YTD Return
2.7%
3yr Return
7.1%
1yr Return
3.3%
Total Assets
$3B
6M Money Flow
$143M
Inflation-Protected Bond
Expense Ratio
0.05%
TTM Yield
3.8%
3yr Sharpe
-0.80
YTD Return
2.6%
3yr Return
-4.8%
1yr Return
7.1%
Total Assets
$2B
6M Money Flow
-$258M
Large Growth
Expense Ratio
0.74%
TTM Yield
0.0%
3yr Sharpe
0.02
YTD Return
25.4%
3yr Return
15.0%
1yr Return
44.3%
Total Assets
$2B
6M Money Flow
-$145M
Money Market-Taxable
Expense Ratio
0.19%
TTM Yield
5.2%
3yr Sharpe
-0.24
YTD Return
4.2%
3yr Return
11.2%
1yr Return
5.3%
Total Assets
$2B
6M Money Flow
$82M
Small Blend
Expense Ratio
0.25%
TTM Yield
1.3%
3yr Sharpe
0.00
YTD Return
7.3%
3yr Return
9.5%
1yr Return
29.8%
Total Assets
$2B
6M Money Flow
-$263M
Mid-Cap Blend
Expense Ratio
0.04%
TTM Yield
1.3%
3yr Sharpe
-0.01
YTD Return
13.9%
3yr Return
9.8%
1yr Return
34.6%
Total Assets
$2B
6M Money Flow
$84M
Short-Term Bond
Expense Ratio
0.06%
TTM Yield
3.9%
3yr Sharpe
-0.89
YTD Return
3.3%
3yr Return
1.9%
1yr Return
6.3%
Total Assets
$1B
6M Money Flow
-$4M
Large Blend
Expense Ratio
0.73%
TTM Yield
0.8%
3yr Sharpe
0.34
YTD Return
22.2%
3yr Return
29.7%
1yr Return
35.8%
Total Assets
$1B
6M Money Flow
-$52M
Target-Date 2030
Expense Ratio
0.08%
TTM Yield
2.1%
3yr Sharpe
-0.06
YTD Return
10.3%
3yr Return
9.0%
1yr Return
22.9%
Total Assets
$1B
6M Money Flow
$73M
Target-Date 2040
Expense Ratio
0.50%
TTM Yield
1.8%
3yr Sharpe
-0.04
YTD Return
12.4%
3yr Return
9.5%
1yr Return
26.6%
Total Assets
$1B
6M Money Flow
-$27M
Target-Date 2040
Expense Ratio
0.08%
TTM Yield
1.8%
3yr Sharpe
0.02
YTD Return
12.7%
3yr Return
12.3%
1yr Return
27.2%
Total Assets
$1B
6M Money Flow
$66M
Foreign Large Growth
Expense Ratio
0.85%
TTM Yield
1.7%
3yr Sharpe
-0.49
YTD Return
4.3%
3yr Return
-16.4%
1yr Return
19.9%
Total Assets
$1B
6M Money Flow
-$16M
Target-Date 2030
Expense Ratio
0.41%
TTM Yield
2.2%
3yr Sharpe
-0.11
YTD Return
10.1%
3yr Return
6.9%
1yr Return
22.6%
Total Assets
$989M
6M Money Flow
-$44M
Moderately Aggressive Allocation
Expense Ratio
0.50%
TTM Yield
1.8%
3yr Sharpe
0.04
YTD Return
11.8%
3yr Return
12.9%
1yr Return
26.3%
Total Assets
$970M
6M Money Flow
-$17M
Target-Date 2050
Expense Ratio
0.08%
TTM Yield
1.8%
3yr Sharpe
0.06
YTD Return
14.1%
3yr Return
14.0%
1yr Return
29.8%
Total Assets
$965M
6M Money Flow
$88M
Target-Date 2035
Expense Ratio
0.08%
TTM Yield
1.9%
3yr Sharpe
-0.01
YTD Return
11.7%
3yr Return
10.8%
1yr Return
25.3%
Total Assets
$956M
6M Money Flow
$96M
Diversified Emerging Mkts
Expense Ratio
0.39%
TTM Yield
4.3%
3yr Sharpe
0.00
YTD Return
16.5%
3yr Return
11.8%
1yr Return
29.0%
Total Assets
$939M
6M Money Flow
$11M
Aggressive Allocation
Expense Ratio
0.51%
TTM Yield
1.6%
3yr Sharpe
0.11
YTD Return
14.0%
3yr Return
16.4%
1yr Return
30.6%
Total Assets
$930M
6M Money Flow
-$10M
Health
Expense Ratio
0.79%
TTM Yield
0.8%
3yr Sharpe
-0.07
YTD Return
8.4%
3yr Return
9.1%
1yr Return
18.1%
Total Assets
$797M
6M Money Flow
-$23M
Large Value
Expense Ratio
0.04%
TTM Yield
2.0%
3yr Sharpe
0.21
YTD Return
15.4%
3yr Return
21.2%
1yr Return
30.4%
Total Assets
$763M
6M Money Flow
-$8M
Target-Date 2045
Expense Ratio
0.08%
TTM Yield
1.8%
3yr Sharpe
0.04
YTD Return
13.6%
3yr Return
13.3%
1yr Return
28.7%
Total Assets
$731M
6M Money Flow
$65M
Target-Date 2060
Expense Ratio
0.08%
TTM Yield
1.8%
3yr Sharpe
0.07
YTD Return
14.7%
3yr Return
14.8%
1yr Return
30.8%
Total Assets
$729M
6M Money Flow
$60M
Moderate Allocation
Expense Ratio
0.50%
TTM Yield
1.9%
3yr Sharpe
-0.08
YTD Return
11.5%
3yr Return
8.6%
1yr Return
24.0%
Total Assets
$696M
6M Money Flow
-$3M
Target-Date 2055
Expense Ratio
0.08%
TTM Yield
1.7%
3yr Sharpe
0.07
YTD Return
14.5%
3yr Return
14.5%
1yr Return
30.4%
Total Assets
$637M
6M Money Flow
$61M
Small Blend
Expense Ratio
1.09%
TTM Yield
0.3%
3yr Sharpe
0.04
YTD Return
9.7%
3yr Return
12.2%
1yr Return
32.3%
Total Assets
$624M
6M Money Flow
$5M
Foreign Large Blend
Expense Ratio
0.86%
TTM Yield
2.4%
3yr Sharpe
0.05
YTD Return
11.5%
3yr Return
13.4%
1yr Return
24.9%
Total Assets
$613M
6M Money Flow
-$5M
Target-Date 2035
Expense Ratio
0.46%
TTM Yield
1.9%
3yr Sharpe
-0.07
YTD Return
11.4%
3yr Return
8.3%
1yr Return
24.8%
Total Assets
$609M
6M Money Flow
-$9M