SCHX,SPLG,SWPPX,SCHB,SWTSX: Total Return Chart (with Dividends Reinvested)

Tue 2009-11-03? to Wed 2025-07-02	YTD Return	TR Price
SCHX ×	+6.58% 2025-07-02	7.934 TR 2025-07-02
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPLG ×	+6.51% 2025-07-02	7.387 TR 2025-07-02
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWPPX ×	+6.58% 2025-07-02	11.35 TR 2025-07-02
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	+6.13% 2025-07-02	7.686 TR 2025-07-02
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SWTSX ×	+6.20% 2025-07-02	7.279 TR 2025-07-02
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

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Returns

Tue 2009-11-03? to Wed 2025-07-02	Overall Return	Exponential Trendline
SCHX ×	+693.38% +14.14%/yr	+13.41%/yr (R2=0.982)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPLG ×	+705.36% +14.25%/yr	+13.44%/yr (R2=0.984)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWPPX ×	+694.26% +14.15%/yr	+13.45%/yr (R2=0.984)
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	+668.61% +13.91%/yr	+13.10%/yr (R2=0.980)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SWTSX ×	+635.31% +13.59%/yr	+12.68%/yr (R2=0.978)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

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Growth of $10,000

Tue 2009-11-03? to Wed 2025-07-02	Start Value	End Value
SCHX ×	$10,000.00 2009-11-03	$79,338.42 2025-07-02
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPLG ×	$10,000.00 2009-11-03	$80,536.39 2025-07-02
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWPPX ×	$10,000.00 2009-11-03	$79,425.75 2025-07-02
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	$10,000.00 2009-11-03	$76,861.36 2025-07-02
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SWTSX ×	$10,000.00 2009-11-03	$73,531.36 2025-07-02
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

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Annual Returns

Year	SCHX	SPLG	SWPPX	SCHB	SWTSX
2025 (YTD)	+6.58%	+6.51%	+6.58%	+6.13%	+6.20%
2024	+24.88%	+25.00%	+24.97%	+23.93%	+23.84%
2023	+26.84%	+26.25%	+26.26%	+26.16%	+26.05%
2022	−19.41%	−18.10%	−18.14%	−19.46%	−19.54%
2021	+26.81%	+28.78%	+28.67%	+25.84%	+25.28%
2020	+20.81%	+18.49%	+18.38%	+20.76%	+20.71%
2019	+31.22%	+31.99%	+31.45%	+30.79%	+30.57%
2018	−4.52%	−4.78%	−4.47%	−5.30%	−5.85%
2017	+21.95%	+21.30%	+21.81%	+21.20%	+20.81%
2016	+12.01%	+11.82%	+11.82%	+12.67%	+12.06%
2015	+1.05%	+1.15%	+1.31%	+0.40%	−0.43%
2014	+13.33%	+13.69%	+13.55%	+12.68%	+11.71%
2013	+32.42%	+33.17%	+32.26%	+33.19%	+32.75%
2012	+16.09%	+15.16%	+15.89%	+16.34%	+16.29%
2011	+1.54%	+1.71%	+2.02%	+1.37%	+1.28%
2010	+15.92%	+15.89%	+14.98%	+17.10%	+17.24%
2009	+7.34%	+27.23%	+26.26%	+7.53%	+28.30%
2008	—	−36.90%	−36.70%	—	−36.56%
2007	—	+5.74%	+5.45%	—	+5.12%
2006	—	+14.54%	+15.68%	—	+15.53%
2005	—	+2.08%	+4.78%	—	+6.22%
2004	—	—	+10.70%	—	+12.48%
2003	—	—	+28.47%	—	+30.98%
2002	—	—	−22.18%	—	−20.43%
2001	—	—	−12.04%	—	−11.09%
2000	—	—	−9.19%	—	−10.51%
1999	—	—	+20.80%	—	+8.59%
1998	—	—	+28.26%	—	—
1997	—	—	+9.33%	—	—

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Drawdowns

Tue 2009-11-03? to Wed 2025-07-02	Current Drawdown	Worst Drawdown
SCHX ×	0.00%	−34.33% 2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPLG ×	0.00%	−33.87% 2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWPPX ×	0.00%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	0.00%	−35.27% 2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SWTSX ×	0.00%	−35.01% 2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund