1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#55 in Short-Term Bond
U.S. News evaluated 111 Short-Term Bond Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 1.41 percent over the past year, 2.32 percent over the past three years, 1.65 percent over the past five years, and 1.95 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||0.5%|
|3 Years (Annualized)||2.3%|
|5 Years (Annualized)||1.7%|
|10 Years (Annualized)||1.9%|
The investment seeks high current income by tracking the performance of the Barclays U.S. Government/Credit: 1-5 Years Index. The fund primarily invests in a diversified portfolio of debt instruments that is designed to track the performance of the index. It uses the index as a guide in structuring the fund's portfolio and selecting its investments. The fund normally invests at least 80% of its net assets in debt instruments of varying maturities. It invests primarily in investment grade instruments. The fund may invest in fixed-, variable- or floating-rate debt instruments. It also may invest in debt instruments of domestic and foreign issuers.
Fees are Low compared to funds in the same category.
Schwab Short Term Bond Market Fund has an expense ratio of 0.29 percent.
Risk is Average compared to funds in the same category according to Morningstar.