Morningstar ratings
Jul 31, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Schw Shrt Us Trsy | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 1.11% | 11.83% | 11.92% | 11.14% |
| 1 week | 0.02% | 1.16% | 2.38% | 0.08% |
| 1 month | 0.48% | 3.28% | 4.15% | 2.83% |
| 6 months | 0.54% | 11.10% | 13.77% | 8.63% |
| 1 year | 2.74% | 18.37% | 21.00% | 17.06% |
| 3 years | 12.90% | 74.92% | 93.19% | 56.65% |
| All | 23.23% | 48.33% | 1193.42% | 4080.63% |