All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2017-02-23? 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 | ||||||
SWAGX × |
+2.61%
2025-04-28 |
1.119 TR
2025-04-28 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Thu 2017-02-23? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWSSX × |
+21.68%
+2.43%/yr |
+2.94%/yr
(R2=0.226) |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
+11.87%
+1.38%/yr |
+0.60%/yr
(R2=0.059) |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Thu 2017-02-23? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWSSX × |
$10,000.00
2017-02-23 |
$12,167.89
2025-04-28 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
$10,000.00
2017-02-23 |
$11,187.34
2025-04-28 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Year | SWSSX | SWAGX |
---|---|---|
2025 (YTD) | −11.48% | +2.61% |
2024 | +11.57% | +1.38% |
2023 | +17.07% | +5.46% |
2022 | −20.43% | −13.06% |
2021 | +6.46% | −1.81% |
2020 | +18.43% | +7.27% |
2019 | +20.00% | +8.63% |
2018 | −18.51% | −0.11% |
2017 | +10.37% | +2.62% |
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% | — |
Thu 2017-02-23? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWSSX × | −21.41% |
−48.99%
2020-03-18 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × | −6.84% |
−18.84%
2022-10-24 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||