Schwab Dividend Equity Fund (SWDSX)

16.81 +0.10 (+0.60%) USD  |  Dec 13 2024
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SWDSX 1 Year Total Returns (Daily): 22.02% for Dec. 13, 2024

1 Year Total Returns (Daily) Chart

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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

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1 Year Total Returns (Daily) Benchmarks

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Davenport Value and Income Fund 17.51%
Schwab US Large-Cap Value Index Fund 20.46%
Madison Dividend Income Fund R6 13.48%
Lord Abbett Affiliated Fund F 23.39%
SA US Value Fund 18.22%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) -0.41%
3 Month Total Returns (Daily) 3.45%
6 Month Total Returns (Daily) 13.87%
Annualized 3 Year Total Returns (Daily) 7.67%
Annualized 5 Year Total Returns (Daily) 8.53%
Annualized 10 Year Total Returns (Daily) 7.56%
Annualized 15 Year Total Returns (Daily) 9.57%
Annualized Total Returns Since Inception (Daily) 8.35%

1 Year Total Returns (Daily) Excel Add-In Codes

View 1 Year Total Returns (Daily) Excel Add-In Codes
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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:SWDSX", "one_year_total_return")
Last 5 Data Points: =YCS("M:SWDSX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.