SNXFX Performance — Schwab 1000 Index Fund
Data updated: 2026-09-24
SNXFX returned +10.30% year to date and +19.21% over one year to Jul 2026. Annualised returns are +19.05% over 3 years and +12.03% over 5 years. The fund beat its US Large Blend category average: $100 invested three years ago grew to $169, against $153 for the category, and to $119 over one year, against $116. Volatility over the past three years was 13.35% a year. In the 12 months to Jul 2026 the fund lost a net $322.8M, and assets reached $22.19B.
SNXFX Growth of $100
What $100 invested in Schwab 1000 Index Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | SNXFX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $119 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $169 | $153 |
| 5 years (Aug 2021 – Jul 2026) | $176 | $159 |
| Since data start (Aug 2019 – Jul 2026) | $272 | $226 |
SNXFX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +10.30% |
| 1 year | +19.21% |
| 3 years (annualised) | +19.05% |
| 5 years (annualised) | +12.03% |
SNXFX Annual Returns
Calendar-year total returns of Schwab 1000 Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +10.30% |
| 2025 | +17.24% |
| 2024 | +24.46% |
| 2023 | +26.49% |
| 2022 | −19.45% |
| 2021 | +26.08% |
| 2020 | +20.73% |
| 2019 (Aug–Dec) | +8.87% |
SNXFX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +1.4% | −0.5% | −5.0% | +10.4% | +5.3% | −0.6% | −0.3% | — | — | — | — | — |
| 2025 | +3.1% | −1.7% | −5.9% | −0.6% | +6.4% | +5.1% | +2.3% | +2.1% | +3.4% | +2.3% | +0.1% | 0.0% |
| 2024 | +1.4% | +5.5% | +3.2% | −4.3% | +4.7% | +3.3% | +1.4% | +2.3% | +2.1% | −0.7% | +6.4% | −2.8% |
| 2023 | +6.7% | −2.3% | +3.1% | +1.2% | +0.5% | +6.8% | +3.4% | −1.8% | −4.7% | −2.5% | +9.4% | +5.0% |
| 2022 | −5.8% | −2.7% | +3.4% | −9.0% | −0.2% | −8.3% | +9.3% | −3.9% | −9.3% | +8.0% | +5.4% | −5.9% |
| 2021 | −0.8% | +2.8% | +3.6% | +5.3% | +0.4% | +2.6% | +2.2% | +2.9% | −4.7% | +7.0% | −1.3% | +3.9% |
| 2020 | +0.1% | −8.2% | −13.2% | +13.2% | +5.3% | +2.2% | +5.8% | +7.3% | −3.7% | −2.3% | +11.8% | +4.2% |
| 2019 | — | — | — | — | — | — | — | −1.8% | +1.8% | +2.1% | +3.7% | +2.9% |
SNXFX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 13.35%
- 3-year Sharpe ratio: 1.09 (vs 4.5% risk-free rate)
- Best month: +10.40% (Apr 2026)
- Worst month: −5.85% (Mar 2025)
SNXFX Fund Flows
Monthly money in and out of Schwab 1000 Index Fund, from SEC Form N-PORT.
- 12-month net flow: −$322.8M
- 12-month gross sales (incl. reinvestments): $1.7B
- Sales ÷ redemptions: 0.84×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $140.4M | $116.1M | $24.2M |
| Jun 2026 | $187.3M | $257.5M | −$70.2M |
| May 2026 | $125.4M | $209.3M | −$83.9M |
| Apr 2026 | $103.7M | $133.2M | −$29.5M |
| Mar 2026 | $162.3M | $189.9M | −$27.6M |
| Feb 2026 | $85.7M | $141.6M | −$55.9M |
| Jan 2026 | $125.2M | $159.6M | −$34.4M |
| Dec 2025 | $360.4M | $207.1M | $153.3M |
| Nov 2025 | $84.2M | $131.1M | −$46.9M |
| Oct 2025 | $97.4M | $152.6M | −$55.2M |
| Sep 2025 | $151.3M | $181.7M | −$30.4M |
| Aug 2025 | $86.7M | $153.0M | −$66.3M |
SNXFX Assets Under Management
Net assets of Schwab 1000 Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $22.19B |
| 2026-04-30 | $21.40B |
| 2026-01-31 | $20.64B |
| 2025-10-31 | $20.54B |
| 2025-07-31 | $19.17B |
| 2025-04-30 | $16.86B |
| 2025-01-31 | $18.41B |
| 2024-10-31 | $17.36B |
| 2024-07-31 | $16.86B |
| 2024-04-30 | $15.40B |
| 2024-01-31 | $14.84B |
| 2023-10-31 | $12.81B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.