SWDSX Mutual Fund

NAV$19.65

AUM$655M

TER0.89%

Holdings65

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SWDSX Mutual Fund

NAV$19.65

Schwab Dividend Equity Fund

AUM$655M

TER0.89%

Holdings65

See how much of SWDSX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

SWDSX NAV Chart

Period	SWDSX return
Latest NAV	$19.65
1 month	-4.17%
3 months	-0.22%
6 months	+5.45%
Year to date	+6.97%
1 year	+9.61%
3 years	+17.09%
5 years	+10.10%
10 years	+9.83%

SWDSX Mutual Fund Price Chart

SWDSX NAV chart displays historical price data and trading volume. Year-to-date, SWDSX has returned 6.97%. The current price is $19.65.

SWDSX price history helps investors identify trends and make informed decisions. SWDSX returns break the record out by period. SWDSX vs another fund lets you evaluate against similar funds.