All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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