All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2009-11-03? to Thu 2025-04-17 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
−10.05%
2025-04-17 |
8.404 TR
2025-04-17 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SWTSX × |
−10.41%
2025-04-17 |
6.14 TR
2025-04-17 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Tue 2009-11-03? to Thu 2025-04-17 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+740.41%
+14.77%/yr |
+15.17%/yr
(R2=0.984) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SWTSX × |
+520.30%
+12.54%/yr |
+12.67%/yr
(R2=0.978) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Tue 2009-11-03? to Thu 2025-04-17 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2009-11-03 |
$84,040.75
2025-04-17 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SWTSX × |
$10,000.00
2009-11-03 |
$62,029.64
2025-04-17 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Year | SCHX | SWTSX |
---|---|---|
2025 (YTD) | −10.05% | −10.41% |
2024 | +26.46% | +23.84% |
2023 | +29.81% | +26.05% |
2022 | −19.41% | −19.54% |
2021 | +27.66% | +25.28% |
2020 | +20.81% | +20.71% |
2019 | +34.82% | +30.57% |
2018 | −3.51% | −5.85% |
2017 | +23.11% | +20.81% |
2016 | +15.34% | +12.06% |
2015 | +3.05% | −0.43% |
2014 | +15.46% | +11.71% |
2013 | +34.77% | +32.75% |
2012 | +18.88% | +16.29% |
2011 | +3.41% | +1.28% |
2010 | +17.15% | +17.24% |
2009 | +7.34% | +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 Thu 2025-04-17 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −14.12% |
−34.33%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SWTSX × | −14.40% |
−35.01%
2020-03-23 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||