All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2009-11-03? to Wed 2026-05-20 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHB × |
+9.07%
2026-05-20 |
+26.22%
2026-05-20 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
+9.03%
2026-05-20 |
+26.23%
2026-05-20 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2009-11-03? to Wed 2026-05-20 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHB × |
+823.66%
+14.38%/yr |
+13.25%/yr
(R2=0.983) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
+816.55%
+14.33%/yr |
+13.18%/yr
(R2=0.983) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2009-11-03? to Wed 2026-05-20 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHB × |
$10,000.00
2009-11-03 |
$92,365.97
2026-05-20 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
$10,000.00
2009-11-03 |
$91,655.13
2026-05-20 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Year | SCHB | SWTSX |
|---|---|---|
| 2026 (YTD) | +9.07% | +9.03% |
| 2025 | +16.94% | +17.04% |
| 2024 | +23.93% | +23.85% |
| 2023 | +26.16% | +26.05% |
| 2022 | −19.46% | −19.54% |
| 2021 | +25.84% | +25.65% |
| 2020 | +20.76% | +20.71% |
| 2019 | +30.79% | +30.90% |
| 2018 | −5.30% | −5.35% |
| 2017 | +21.20% | +21.08% |
| 2016 | +12.67% | +12.59% |
| 2015 | +0.40% | +0.43% |
| 2014 | +12.68% | +12.37% |
| 2013 | +33.19% | +33.36% |
| 2012 | +16.34% | +16.29% |
| 2011 | +1.37% | +1.27% |
| 2010 | +17.10% | +17.23% |
| 2009 | +7.53% | +28.31% |
| 2008 | — | −36.56% |
| 2007 | — | +5.37% |
| 2006 | — | +15.53% |
| 2005 | — | +6.22% |
| 2004 | — | +12.48% |
| 2003 | — | +30.99% |
| 2002 | — | −20.44% |
| 2001 | — | −11.09% |
| 2000 | — | −10.51% |
| 1999 | — | +8.59% |
| Tue 2009-11-03? to Wed 2026-05-20 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHB × |
−0.90%
from 2026-05-14 peak |
−35.27%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
−0.89%
from 2026-05-14 peak |
−35.01%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Period ending Wed 2026-05-20 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHB × | +26.22% |
+42.17% +19.25%/yr |
+82.74% +22.23%/yr |
+82.22% +12.75%/yr |
+308.67% +15.12%/yr |
|
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × | +26.23% |
+42.26% +19.29%/yr |
+82.65% +22.21%/yr |
+81.64% +12.68%/yr |
+306.75% +15.06%/yr |
|
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||