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

Total Real Returns

SWSSX: Total Return Chart (with Dividends Reinvested)

SWSSX total return snapshot: SWSSX returned +35.18% over the past year and +24.51% YTD, with dividends reinvested. Since Jul. 3, 1997, SWSSX is up +1,830.99% in nominal total return, or +10.70%/yr, and is currently at its total-return high.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Thu 1997-07-03💬 to Fri 2026-08-14 Overall
Return
Exponential
Trendline
SWSSX
×
+1,830.99%
+10.70%/yr
+11.29%/yr
R2=0.938
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Growth of $10,000 Summary

Thu 1997-07-03💬 to Fri 2026-08-14 Start
Value
End
Value
SWSSX
×
$10,000.00
1997-07-03
$193,098.61
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
SWSSX
×
+24.51% +35.18%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SWSSX
×

on 2026-08-14
−57.18%
on 2009-03-09
from 2007-12-26 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
SWSSX
×
+35.18% +51.23%
+22.98%/yr
+66.68%
+18.57%/yr
+60.68%
+9.95%/yr
+288.65%
+14.54%/yr

Annual Returns

Year SWSSX
2026 (YTD) +24.51%
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%