All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Mon 1999-07-12? to Wed 2025-05-07 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWPPX × |
−3.86%
2025-05-07 |
10.12 TR
2025-05-07 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
−4.38%
2025-05-07 |
6.554 TR
2025-05-07 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
+13.49%
2025-05-07 |
3.884 TR
2025-05-07 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
Mon 1999-07-12? to Wed 2025-05-07 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWPPX × |
+530.80%
+7.39%/yr |
+8.58%/yr
(R2=0.870) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
+555.39%
+7.55%/yr |
+8.74%/yr
(R2=0.893) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
+237.72%
+4.83%/yr |
+5.06%/yr
(R2=0.823) |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
Mon 1999-07-12? to Wed 2025-05-07 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWPPX × |
$10,000.00
1999-07-12 |
$63,080.09
2025-05-07 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
$10,000.00
1999-07-12 |
$65,538.73
2025-05-07 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
$10,000.00
1999-07-12 |
$33,772.05
2025-05-07 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
Year | SWPPX | SWTSX | SWISX |
---|---|---|---|
2025 (YTD) | −3.86% | −4.38% | +13.49% |
2024 | +24.96% | +23.84% | +3.54% |
2023 | +26.26% | +26.05% | +18.13% |
2022 | −18.14% | −19.54% | −14.30% |
2021 | +28.67% | +25.28% | +11.25% |
2020 | +18.38% | +20.71% | +8.13% |
2019 | +31.46% | +30.57% | +21.87% |
2018 | −4.92% | −5.85% | −13.38% |
2017 | +21.76% | +20.81% | +25.32% |
2016 | +11.21% | +12.06% | +1.07% |
2015 | +0.26% | −0.43% | −0.86% |
2014 | +13.55% | +11.71% | −5.71% |
2013 | +32.26% | +32.75% | +21.62% |
2012 | +15.89% | +16.29% | +18.92% |
2011 | +2.02% | +1.28% | −11.81% |
2010 | +14.98% | +17.24% | +6.62% |
2009 | +26.26% | +28.30% | +29.20% |
2008 | −36.70% | −36.56% | −41.82% |
2007 | +5.45% | +5.12% | +13.27% |
2006 | +15.68% | +15.53% | +25.01% |
2005 | +4.78% | +6.22% | +20.64% |
2004 | +10.70% | +12.48% | +18.33% |
2003 | +28.47% | +30.98% | +36.52% |
2002 | −22.18% | −20.43% | −15.63% |
2001 | −12.04% | −11.09% | −22.72% |
2000 | −9.19% | −10.51% | −17.53% |
1999 | +21.97% | +8.59% | +33.81% |
1998 | +28.26% | — | +15.96% |
1997 | +9.33% | — | −7.77% |
Mon 1999-07-12? to Wed 2025-05-07 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWPPX × | −8.11% |
−55.06%
2009-03-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × | −8.63% |
−54.70%
2009-03-09 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × | −0.35% |
−60.65%
2009-03-09 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||