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Qtr Return
Quarterly Performance
| Hide | Benchmark | Quarter | Performance Report | 3 Month | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|---|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2025 | N/A | 2.93% | 26.5% | 26.5% | 104.56% | 119.42% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2025 | N/A | 9.17% | 22.9% | 30.95% | 117.36% | 142.08% | |
|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2025 | N/A | 7.34% | 12.58% | 28.32% | 86.44% | 137% | |
|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2025 | N/A | 4.88% | 4.88% | 28.84% | 49.25% | 145.26% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2024 | N/A | 6.55% | 31.9% | 31.9% | 35.08% | 92.13% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2024 | N/A | 6.98% | 23.79% | 36.63% | 37.74% | 94.89% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2024 | N/A | 7.77% | 15.71% | 22.44% | 33.16% | 87.31% | |
|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2024 | N/A | 7.37% | 7.37% | 22.4% | 32.23% | 80.23% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2023 | N/A | 10.37% | 22.6% | 22.6% | 31.5% | 89% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2023 | N/A | -4.13% | 11.08% | 21.49% | 35.3% | 45.14% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2023 | N/A | 7.74% | 15.86% | 18.66% | 50.84% | 58.16% | |
|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2023 | N/A | 7.54% | 7.54% | -5.36% | 55.52% | 50.26% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2022 | N/A | 9.37% | -16.47% | -16.47% | 18.81% | 38.89% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2022 | N/A | -6.36% | -23.62% | -17.02% | 17.41% | 33.44% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2022 | N/A | -14.07% | -18.44% | -8.35% | 28.92% | 49.64% | |
|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2022 | N/A | -5.08% | -5.08% | 14.15% | 55.58% | 79.49% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2021 | N/A | 8.65% | 28.41% | 28.41% | 84.55% | 98.76% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2021 | N/A | 3.42% | 18.18% | 34.21% | 43.97% | 90.73% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2021 | N/A | 7.02% | 14.28% | 38.7% | 45.43% | 94.75% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2021 | N/A | 6.78% | 6.78% | 43.96% | 39.1% | 85.84% | |
|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2020 | N/A | 13.56% | 10.77% | 10.77% | 29.48% | 76.45% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2020 | N/A | 6.88% | -2.46% | 5.42% | 19.82% | 62.7% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2020 | N/A | 11.08% | -8.74% | 1.42% | 17.72% | 37.51% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2020 | N/A | -17.84% | -17.84% | -5.32% | 9.23% | 24.18% | |
|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2019 | N/A | 8.08% | 29.75% | 29.75% | 39.74% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2019 | N/A | 2.82% | 20.05% | 1.75% | 34.8% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2019 | N/A | 3.70% | 16.76% | 3.39% | 38.45% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2019 | N/A | 12.59% | 12.59% | 2.05% | 36.34% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2018 | N/A | -15.24% | -9.91% | -9.91% | 22.78% | 55.19% | |
|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2018 | N/A | 4.47% | 6.29% | 11.69% | 51.67% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2018 | N/A | 2.36% | 1.75% | 12.27% | 31.14% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2018 | N/A | -0.60% | -0.6% | 13.05% | 28.52% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2017 | N/A | 5.08% | 19.54% | 19.54% | 32.76% | 55.19% | |
|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2017 | N/A | 5.01% | 13.76% | 18.61% | 32.76% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2017 | N/A | 3.07% | 8.34% | 19.28% | 32.76% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2017 | N/A | 5.11% | 5.11% | 18.18% | 32.76% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2016 | N/A | 4.26% | 14% | 14% | 32.76% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2016 | N/A | 5.60% | 9.34% | 14.49% | 32.76% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2016 | N/A | 2.12% | 3.54% | -2.07% | 32.76% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2016 | N/A | 1.39% | 1.39% | -3.8% | 32.76% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q4 2015 | N/A | 4.71% | -2.58% | -2.58% | 32.76% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q3 2015 | N/A | -9.67% | -6.96% | -2.58% | 32.76% | 55.19% | |
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SWEGX Schwab MarketTrack All Equity Portfolio
|
Q2 2015 | N/A | 0.31% | 3% | -2.58% | 32.76% | 55.19% | |
|
SWEGX Schwab MarketTrack All Equity Portfolio
|
Q1 2015 | N/A | 2.68% | 2.68% | -2.58% | 32.76% | 55.19% | |
| Average | Avg 0% | Avg 0% | Avg 0% | Avg 0% | Avg 0% |
