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

Total Real Returns

SWSSX,SWAGX: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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