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

Total Real Returns

SWISX,SWAGX: Total Return Chart (with Dividends Reinvested)

Thu 2017-02-23? to Mon 2025-04-28 YTD
Return
TR
Price
SWISX
×
+11.99%
2025-04-28
3.833 TR
2025-04-28
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
+2.61%
2025-04-28
1.119 TR
2025-04-28
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SWISX
×
+77.40%
+7.26%/yr
+5.41%/yr
(R2=0.691)
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
+11.87%
+1.38%/yr
+0.60%/yr
(R2=0.059)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Mon 2025-04-28 Start
Value
End
Value
SWISX
×
$10,000.00
2017-02-23
$17,740.29
2025-04-28
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
$10,000.00
2017-02-23
$11,187.34
2025-04-28
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWISX SWAGX
2025 (YTD) +11.99% +2.61%
2024 +3.54% +1.38%
2023 +18.13% +5.46%
2022 −14.30% −13.06%
2021 +11.25% −1.81%
2020 +8.13% +7.27%
2019 +21.87% +8.63%
2018 −13.38% −0.11%
2017 +25.32% +2.62%
2016 +1.07%
2015 −0.86%
2014 −5.71%
2013 +21.62%
2012 +18.92%
2011 −11.81%
2010 +6.62%
2009 +29.20%
2008 −41.82%
2007 +13.27%
2006 +25.01%
2005 +20.64%
2004 +18.33%
2003 +36.52%
2002 −15.63%
2001 −22.72%
2000 −17.53%
1999 +33.81%
1998 +15.96%
1997 −7.77%

Drawdowns

Thu 2017-02-23? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SWISX
×
−0.16% −33.83%
2020-03-23
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
−6.84% −18.84%
2022-10-24
Schwab US Aggregate Bond Index Fund Mutual Fund