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 Mon 2025-04-28 YTD
Return
TR
Price
SWSSX
×
−11.48%
2025-04-28
2.806 TR
2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Returns

Thu 1997-07-03? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SWSSX
×
+180.58%
+3.78%/yr
+4.19%/yr
(R2=0.777)
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Growth of $10,000

Thu 1997-07-03? to Mon 2025-04-28 Start
Value
End
Value
SWSSX
×
$10,000.00
1997-07-03
$28,058.37
2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Annual Returns

Year SWSSX
2025 (YTD) −11.48%
2024 +11.57%
2023 +17.07%
2022 −20.43%
2021 +6.46%
2020 +18.43%
2019 +20.00%
2018 −18.51%
2017 +10.37%
2016 +18.17%
2015 −9.35%
2014 −1.00%
2013 +32.16%
2012 +13.66%
2011 −8.39%
2010 +27.01%
2009 +35.69%
2008 −34.97%
2007 −15.09%
2006 +3.43%
2005 +4.22%
2004 +16.58%
2003 +43.60%
2002 −22.37%
2001 −0.77%
2000 −8.88%
1999 +24.44%
1998 −8.65%
1997 +12.09%

Drawdowns

Thu 1997-07-03? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SWSSX
×
−21.41% −67.30%
2009-03-09
Schwab Small-Cap Index Fund Select Shares Mutual Fund