Morningstar ratings
Jun 30, 2026Past 3 years
Past 5 years
Past 10 years
Historical performance
| Period | Schw Shrt Us Trsy | S&P 500 | Nasdaq | Dow Jones |
|---|---|---|---|---|
| YTD | 0.70% | 8.52% | 7.03% | 9.75% |
| 1 week | 0.08% | 1.07% | 3.72% | 1.00% |
| 1 month | 0.03% | 1.02% | 1.66% | 1.68% |
| 6 months | 0.66% | 6.46% | 4.27% | 7.61% |
| 1 year | 3.09% | 16.26% | 17.46% | 17.64% |
| 3 years | 12.59% | 62.12% | 73.76% | 48.75% |
| All | 22.70% | 43.95% | 1136.99% | 4028.24% |