All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2009-11-03? to Tue 2025-04-15 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
−8.23%
2025-04-15 |
8.574 TR
2025-04-15 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHB × |
−8.76%
2025-04-15 |
6.607 TR
2025-04-15 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
−8.68%
2025-04-15 |
6.259 TR
2025-04-15 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2009-11-03? to Tue 2025-04-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+757.39%
+14.92%/yr |
+15.17%/yr
(R2=0.984) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHB × |
+560.72%
+13.00%/yr |
+13.10%/yr
(R2=0.980) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
+532.32%
+12.68%/yr |
+12.67%/yr
(R2=0.978) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2009-11-03? to Tue 2025-04-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2009-11-03 |
$85,738.54
2025-04-15 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHB × |
$10,000.00
2009-11-03 |
$66,071.54
2025-04-15 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
$10,000.00
2009-11-03 |
$63,231.52
2025-04-15 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Year | SCHX | SCHB | SWTSX |
|---|---|---|---|
| 2025 (YTD) | −8.23% | −8.76% | −8.68% |
| 2024 | +26.46% | +23.93% | +23.84% |
| 2023 | +29.81% | +26.16% | +26.05% |
| 2022 | −19.41% | −19.46% | −19.54% |
| 2021 | +27.66% | +25.84% | +25.28% |
| 2020 | +20.81% | +20.76% | +20.71% |
| 2019 | +34.82% | +30.79% | +30.57% |
| 2018 | −3.51% | −5.30% | −5.85% |
| 2017 | +23.11% | +21.20% | +20.81% |
| 2016 | +15.34% | +12.67% | +12.06% |
| 2015 | +3.05% | +0.40% | −0.43% |
| 2014 | +15.46% | +12.68% | +11.71% |
| 2013 | +34.77% | +33.19% | +32.75% |
| 2012 | +18.88% | +16.34% | +16.29% |
| 2011 | +3.41% | +1.37% | +1.28% |
| 2010 | +17.15% | +17.09% | +17.24% |
| 2009 | +7.34% | +7.53% | +28.30% |
| 2008 | — | — | −36.56% |
| 2007 | — | — | +5.12% |
| 2006 | — | — | +15.53% |
| 2005 | — | — | +6.22% |
| 2004 | — | — | +12.48% |
| 2003 | — | — | +30.98% |
| 2002 | — | — | −20.43% |
| 2001 | — | — | −11.09% |
| 2000 | — | — | −10.51% |
| 1999 | — | — | +8.59% |
| Tue 2009-11-03? to Tue 2025-04-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | −12.39% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHB × | −12.80% |
−35.27%
2020-03-23 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × | −12.74% |
−35.01%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||