All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2009-11-03? to Thu 2025-09-11 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+12.99%
2025-09-11 |
17000 TR
2025-09-11 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
+12.69%
2025-09-11 |
8.161 TR
2025-09-11 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
+12.82%
2025-09-11 |
18.17 TR
2025-09-11 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2009-11-03? to Thu 2025-09-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+12,263.64%
+35.51%/yr |
+25.29%/yr
(R2=0.794) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
+716.11%
+14.16%/yr |
+13.12%/yr
(R2=0.981) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
+1,230.94%
+17.73%/yr |
+17.32%/yr
(R2=0.981) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2009-11-03? to Thu 2025-09-11 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2009-11-03 |
$1,236,363.64
2025-09-11 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
$10,000.00
2009-11-03 |
$81,611.04
2025-09-11 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
$10,000.00
2009-11-03 |
$133,094.42
2025-09-11 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Year | SWPPX | SCHB | SWTSX |
|---|---|---|---|
| 2025 (YTD) | +12.99% | +12.69% | +12.82% |
| 2024 | +32.91% | +23.93% | +23.84% |
| 2023 | +163.92% | +26.16% | +26.05% |
| 2022 | +88.71% | −19.46% | −19.54% |
| 2021 | +121.39% | +25.84% | +25.28% |
| 2020 | +16.26% | +20.76% | +20.71% |
| 2019 | +28.92% | +30.79% | +45.28% |
| 2018 | −2.44% | −5.30% | −5.85% |
| 2017 | +19.67% | +21.20% | +33.68% |
| 2016 | +9.07% | +12.67% | +12.06% |
| 2015 | −1.88% | +0.40% | −0.43% |
| 2014 | +11.47% | +12.68% | +24.52% |
| 2013 | +30.01% | +33.19% | +46.46% |
| 2012 | +13.40% | +16.34% | +16.28% |
| 2011 | +0.00% | +1.37% | +13.98% |
| 2010 | +12.86% | +17.10% | +17.24% |
| 2009 | +153.65% | +7.53% | +28.31% |
| 2008 | −38.62% | — | −25.70% |
| 2007 | +3.60% | — | +5.12% |
| 2006 | +179.69% | — | +15.54% |
| 2005 | +2.99% | — | +15.18% |
| 2004 | +8.90% | — | +12.47% |
| 2003 | +151.72% | — | +30.98% |
| 2002 | +82.68% | — | −20.43% |
| 2001 | +47.67% | — | −11.08% |
| 2000 | +38.71% | — | −5.50% |
| 1999 | +100.00% | — | +11.67% |
| 1998 | +93.75% | — | — |
| 1997 | +60.00% | — | — |
| Tue 2009-11-03? to Thu 2025-09-11 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| 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 | ||||||