All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWSSX total return snapshot: SWSSX returned +39.36% over the past year and +19.24% YTD, with dividends reinvested. Since Jul. 3, 1997, SWSSX is up +1,749.20% in nominal total return, or +10.61%/yr, and is currently at its total-return high.
Data ending Fri Jun. 12, 2026
| Thu 1997-07-03💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWSSX × |
+19.24%
2026-06-12 |
+39.36%
2026-06-12 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Thu 1997-07-03💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWSSX × |
+1,749.20%
+10.61%/yr |
+11.25%/yr
(R2=0.937) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Thu 1997-07-03💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWSSX × |
$10,000.00
1997-07-03 |
$184,919.77
2026-06-12 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Year | SWSSX |
|---|---|
| 2026 (YTD) | +19.24% |
| 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 Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWSSX × | — |
−57.18%
2009-03-09 from 2007-12-26 peak |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWSSX × | +39.36% |
+47.05% +21.26%/yr |
+64.11% +17.95%/yr |
+46.70% +7.97%/yr |
+294.35% +14.71%/yr |
|
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
