All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWSSX total return snapshot: SWSSX returned +31.76% over the past year and +18.81% YTD, with dividends reinvested. Since Jul. 3, 1997, SWSSX is up +1,742.58% in nominal total return, or +10.55%/yr, and is currently −3.07% below its total-return high on Jun. 30, 2026.
Data ending Fri Jul. 24, 2026
| Thu 1997-07-03💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWSSX × |
+1,742.58%
+10.55%/yr |
+11.27%/yr
R2=0.937 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Thu 1997-07-03💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| SWSSX × |
$10,000.00
1997-07-03 |
$184,257.67
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| SWSSX × | +18.81% | +31.76% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWSSX × |
−3.07%
on 2026-07-24 from 2026-06-30 peak |
−57.18%
on 2009-03-09 from 2007-12-26 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWSSX × | +31.76% |
+37.07% +17.08%/yr |
+55.55% +15.87%/yr |
+54.33% +9.07%/yr |
+276.29% +14.17%/yr |
| Year | SWSSX |
|---|---|
| 2026 (YTD) | +18.81% |
| 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% |
