Schwab Total Stock Market Index Fund (SWTSX)
Seasonality Analysis
Schwab Total Stock Market Index Fund Annual Seasonality Statistics
Schwab Total Stock Market Index Fund Monthly Seasonality Performance
| Month | Avg Return | Win Rate | Strength |
|---|---|---|---|
| January | 0.00% | Moderate | |
| February | -0.60% | Weak | |
| March | 0.48% | Moderate | |
| April | 1.66% | Strong | |
| May | 0.60% | Moderate | |
| June | 0.08% | Weak | |
| July | 1.20% | Moderate | |
| August | 0.53% | Moderate | |
| September WORST | -0.96% | Weak | |
| October | 1.19% | Moderate | |
| November BEST | 2.21% | Strong | |
| December | -0.64% | Weak |
Schwab Total Stock Market Index Fund 2026 vs Historical Pattern
Schwab Total Stock Market Index Fund Interactive Seasonality Chart
Schwab Total Stock Market Index Fund Pattern Scanner
Schwab Total Stock Market Index Fund Seasonal Historical Performance
About Schwab Total Stock Market Index Fund (SWTSX) Seasonality
Schwab Total Stock Market Index Fund (SWTSX) has been analyzed using 27 years of historical data to identify seasonal patterns. Classified under ETFs, Schwab Total Stock Market Index Fund shows distinct seasonal tendencies based on historical data.
The strongest month for Schwab Total Stock Market Index Fund is historically November, with an average return of 2.21% and a win rate of 81%. Conversely, September tends to be the weakest month, averaging -0.96% return.
Looking at the full calendar year, Schwab Total Stock Market Index Fund has an average annual return of 5.76% with an overall monthly win rate of 60.1%. Out of 12 months, 9 typically show positive average returns.
The seasonal pattern for Schwab Total Stock Market Index Fund has a consistency score of 45.9 (Poor), based on 27 years of data. Higher consistency means the seasonal pattern has been more reliable across different market conditions.
Schwab Total Stock Market Index Fund Seasonality FAQ
What is the best month to buy Schwab Total Stock Market Index Fund (SWTSX)?
Historically, November has been the best month for Schwab Total Stock Market Index Fund, with an average return of 2.21% and a win rate of 81%. However, past performance does not guarantee future results.
What is the worst month for Schwab Total Stock Market Index Fund (SWTSX)?
Based on historical data, September has been the weakest month for Schwab Total Stock Market Index Fund, with an average return of -0.96%. This is a historical observation and does not guarantee future results.
How reliable is SWTSX seasonality data?
The seasonality analysis for Schwab Total Stock Market Index Fund is based on 27 years of historical price data. While seasonal patterns can provide useful insights, they should be combined with other forms of analysis. Past patterns do not guarantee future performance.
How can I use Schwab Total Stock Market Index Fund seasonality in my trading?
Use Schwab Total Stock Market Index Fund (SWTSX) seasonality as one factor in your analysis. Identify historically strong and weak months, combine with other research methods. SeasOptima provides premium tools including interactive charts, pattern scanning, and historical performance data for deeper analysis.