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Schwab Treasury Inflation Protected Securities Index Fund
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SWRSX's actual expense ratio
Comparison fund (e.g., actively managed)
Note: This calculator uses simplified assumptions based on SWRSX's historical performance. It does not account for taxes, inflation, or varying returns. Past performance does not guarantee future results.
Schwab Treasury Inflation Protected Securities Index Fund
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Pre-filled with SWRSX's historical average return
Important: This projection uses simplified assumptions based on SWRSX's historical performance. Actual investment returns vary year-to-year. Past performance does not guarantee future results. This tool is for educational purposes only.
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SWRSX is the ticker symbol for Schwab Treasury Inflation Protected Securities Index Fund, a Inflation-Protected Bond mutual fund managed by Schwab.
SWRSX has an expense ratio of 0.00% per year. On a $10,000 investment, that amounts to roughly $0 annually in fund fees. This is considered a very low-cost fund.
SWRSX has posted a 1-year return of -0.63%, 3-year return of +4.58%, 5-year return of +0.07%. Past performance does not guarantee future results. Returns are annualized for periods greater than one year.
SWRSX has no minimum initial investment requirement, making it accessible to all investors regardless of account size.
Whether SWRSX is right for you depends on your investment goals, time horizon, and risk tolerance. Key factors to evaluate include its 0.00% expense ratio, Inflation-Protected Bond category exposure, historical returns, and how it fits within your broader portfolio. We recommend comparing it against similar funds in the same category and consulting a qualified financial advisor.
Important: Past performance does not guarantee future results. This information is provided for educational purposes only and should not be considered investment advice. Please consult with a financial advisor before making investment decisions.
