Key Takeaways
- • The Schwab Global Real Estate Fund (SWASX) returned 2.95% over the past year, trailing the MSCI ACWI NR USD benchmark's 16.75% by 13.8 percentage points but outperforming its category's 0.82% by 2.13 points.
- • Longer-term trailing returns were 9.29% over three years, 0.87% over five years, and 2.88% over ten years.
- • Recent results were weaker in absolute terms: the fund fell 4.59% over one month and 5.79% over three months, versus category declines of 5.5% and 5.92%, respectively.
- • The fund ranked 4th in its category over one month, 36th over three months, 57th over six months, and 30th over one year.
Summary
The Schwab Global Real Estate Fund (SWASX), managed by Charles Schwab Investment Management, reported trailing total returns of 2.95% over the past year, 9.29% over three years, 0.87% over five years, and 2.88% over the past decade, according to the fund's performance page, which was last updated 09/30/26.
Over the most recent periods, the fund's returns were negative in the short term. It declined 4.59% over one month and 5.79% over three months. Its category, measured on a gross-return basis, fell 5.5% and 5.92% over the same periods, so the fund outperformed its peer group by 0.91 and 0.13 percentage points, respectively. Over six months the fund returned 1.4% against the category's 1.33%, a 0.07-point advantage.
Over one year, the fund returned 2.95% against 0.82% for its category, a 2.13-point lead, but it lagged the MSCI ACWI NR USD index, which returned 16.75%, by 13.8 points. The fund's one-year category rank of 30 and its six-month rank of 57 indicate a middle-of-the-pack position among peers, while its one-month rank of 4 reflects stronger relative performance in the most recent month.
The page presents the figures as trailing returns and does not specify whether the multi-year figures are annualized. Investors evaluating the fund against global equity benchmarks should note the substantial one-year gap relative to the MSCI ACWI, which the category comparison alone does not capture.
Over the most recent periods, the fund's returns were negative in the short term. It declined 4.59% over one month and 5.79% over three months. Its category, measured on a gross-return basis, fell 5.5% and 5.92% over the same periods, so the fund outperformed its peer group by 0.91 and 0.13 percentage points, respectively. Over six months the fund returned 1.4% against the category's 1.33%, a 0.07-point advantage.
Over one year, the fund returned 2.95% against 0.82% for its category, a 2.13-point lead, but it lagged the MSCI ACWI NR USD index, which returned 16.75%, by 13.8 points. The fund's one-year category rank of 30 and its six-month rank of 57 indicate a middle-of-the-pack position among peers, while its one-month rank of 4 reflects stronger relative performance in the most recent month.
The page presents the figures as trailing returns and does not specify whether the multi-year figures are annualized. Investors evaluating the fund against global equity benchmarks should note the substantial one-year gap relative to the MSCI ACWI, which the category comparison alone does not capture.
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