All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWSSX total return snapshot: SWSSX returned +37.03% over the past year and +22.10% YTD, with dividends reinvested. Since Jul. 3, 1997, SWSSX is up +1,793.60% in nominal total return, or +10.68%/yr, and is currently −0.39% below its total-return high on Jun. 30, 2026.
Data ending Thu Jul. 2, 2026
| Thu 1997-07-03💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWSSX × |
+22.10%
2026-07-02 |
+37.03%
2026-07-02 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Thu 1997-07-03💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWSSX × |
+1,793.60%
+10.68%/yr |
+11.26%/yr
(R2=0.937) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Thu 1997-07-03💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWSSX × |
$10,000.00
1997-07-03 |
$189,359.71
2026-07-02 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Year | SWSSX |
|---|---|
| 2026 (YTD) | +22.10% |
| 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% |
| Thu 1997-07-03💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWSSX × |
−0.39%
from 2026-06-30 peak |
−57.18%
2009-03-09 from 2007-12-26 peak |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWSSX × | +37.03% |
+52.14% +23.34%/yr |
+66.46% +18.51%/yr |
+52.06% +8.74%/yr |
+305.61% +15.03%/yr |
|
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
