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

Total Real Returns

SWSSX: Total Return Chart (with Dividends Reinvested)

SWSSX total return snapshot: SWSSX returned +42.11% over the past year and +16.12% YTD, with dividends reinvested. Since Jul. 3, 1997, SWSSX is up +1,700.90% in nominal total return, or +10.53%/yr, and is currently āˆ’0.54% below its total-return high on May 6, 2026.

Thu 1997-07-03? to Fri 2026-05-22 YTD
Return 		1 Year
Return
SWSSX × 		+16.12%
2026-05-22 		+42.11%
2026-05-22
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Returns

Thu 1997-07-03? to Fri 2026-05-22 Overall
Return 		Exponential
Trendline
SWSSX × 		+1,700.90%
+10.53%/yr 		+11.24%/yr
(R2=0.936)
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Growth of $10,000

Thu 1997-07-03? to Fri 2026-05-22 Start
Value 		End
Value
SWSSX × 		$10,000.00
1997-07-03 		$180,090.36
2026-05-22
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Annual Returns

Year SWSSX
2026 (YTD) +16.12%
2025 +12.88%
2024 +11.57%
2023 +17.07%
2022 āˆ’20.43%
2021 +24.48%
2020 +21.86%
2019 +31.81%
2018 āˆ’2.44%
2017 +19.51%
2016 +24.73%
2015 +1.19%
2014 +11.70%
2013 +45.93%
2012 +19.30%
2011 +3.37%
2010 +27.70%
2009 +35.69%
2008 āˆ’34.97%
2007 +21.33%
2006 +3.44%
2005 +5.55%
2004 +16.58%
2003 +43.60%
2002 āˆ’22.37%
2001 āˆ’0.77%
2000 āˆ’8.88%
1999 +24.44%
1998 āˆ’8.64%
1997 +12.09%

Drawdowns

Thu 1997-07-03? to Fri 2026-05-22 Current
Drawdown 		Worst
Drawdown
SWSSX × 		āˆ’0.54%
from 2026-05-06 peak 		āˆ’57.18%
2009-03-09
from 2007-12-26 peak
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SWSSX × 		+42.11% +41.63%
+19.02%/yr 		+66.89%
+18.61%/yr 		+50.72%
+8.55%/yr 		+302.00%
+14.92%/yr
Schwab Small-Cap Index Fund Select Shares Mutual Fund