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

Total Real Returns

SWSSX: Total Return Chart (with Dividends Reinvested)

Thu 1997-07-03? to Thu 2026-04-02 YTD
Return
TR
Price
SWSSX
×
+2.26%
2026-04-02
15.86 TR
2026-04-02
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Returns

Thu 1997-07-03? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SWSSX
×
+1,485.92%
+10.09%/yr
+11.22%/yr
(R2=0.935)
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Growth of $10,000

Thu 1997-07-03? to Thu 2026-04-02 Start
Value
End
Value
SWSSX
×
$10,000.00
1997-07-03
$158,591.68
2026-04-02
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Annual Returns

Year SWSSX
2026 (YTD) +2.26%
2025 +12.88%
2024 +11.57%
2023 +17.07%
2022 −20.43%
2021 +24.48%
2020 +21.86%
2019 +31.81%
2018 −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 −34.97%
2007 +21.33%
2006 +3.44%
2005 +5.55%
2004 +16.58%
2003 +43.60%
2002 −22.37%
2001 −0.77%
2000 −8.88%
1999 +24.44%
1998 −8.64%
1997 +12.09%

Drawdowns

Thu 1997-07-03? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SWSSX
×
−6.67% −57.18%
2009-03-09
Schwab Small-Cap Index Fund Select Shares Mutual Fund