All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWTSX total return snapshot: SWTSX returned +20.08% over the past year and +13.42% YTD, with dividends reinvested. Since Jul. 12, 1999, SWTSX is up +846.01% in nominal total return, or +8.63%/yr, and is currently −1.59% below its total-return high on Aug. 13, 2026.
Data ending Mon Aug. 31, 2026
| Mon 1999-07-12💬 to Mon 2026-08-31 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+846.01%
+8.63%/yr |
+9.35%/yr
R2=0.905 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Mon 1999-07-12💬 to Mon 2026-08-31 |
Start
Value |
End
Value |
|---|---|---|
| SWTSX × |
$10,000.00
1999-07-12 |
$94,600.78
2026-08-31 |
| YTD | YoY | |
|---|---|---|
| SWTSX × | +13.42% | +20.08% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWTSX × |
−1.59%
on 2026-08-31 from 2026-08-13 peak |
−54.60%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Mon 2026-08-31 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWTSX × | +20.08% |
+39.13% +17.96%/yr |
+75.54% +20.63%/yr |
+73.75% +11.68%/yr |
+295.68% +14.75%/yr |
| Year | SWTSX |
|---|---|
| 2026 (YTD) | +13.42% |
| 2025 | +17.04% |
| 2024 | +23.85% |
| 2023 | +26.05% |
| 2022 | −19.54% |
| 2021 | +25.65% |
| 2020 | +20.71% |
| 2019 | +30.90% |
| 2018 | −5.35% |
| 2017 | +21.08% |
| 2016 | +12.59% |
| 2015 | +0.43% |
| 2014 | +12.37% |
| 2013 | +33.36% |
| 2012 | +16.29% |
| 2011 | +1.27% |
| 2010 | +17.23% |
| 2009 | +28.31% |
| 2008 | −36.56% |
| 2007 | +5.37% |
| 2006 | +15.53% |
| 2005 | +6.22% |
| 2004 | +12.48% |
| 2003 | +30.99% |
| 2002 | −20.44% |
| 2001 | −11.09% |
| 2000 | −10.51% |
| 1999 | +8.59% |
