Morningstar ratings
Aug 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Schw Shrt Us Trsy | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 0.59% | 10.81% | 11.79% | 8.38% |
| 1 week | 0.42% | 1.14% | 1.66% | 1.31% |
| 1 month | 0.53% | 2.57% | 2.80% | 3.05% |
| 6 months | 0.39% | 14.38% | 17.54% | 11.89% |
| 1 year | 1.72% | 14.67% | 16.26% | 13.53% |
| 3 years | 12.11% | 70.45% | 89.53% | 50.48% |
| All | 22.60% | 46.99% | 1191.92% | 3977.04% |