All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWTSX total return snapshot: SWTSX returned +16.71% over the past year and +14.89% YTD, with dividends reinvested. Since Jul. 12, 1999, SWTSX is up +858.22% in nominal total return, or +8.65%/yr, and is currently −0.32% below its total-return high on Aug. 13, 2026.
Data ending Fri Oct. 9, 2026
| Mon 1999-07-12💬 to Fri 2026-10-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+858.22%
+8.65%/yr |
+9.39%/yr
R2=0.906 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Mon 1999-07-12💬 to Fri 2026-10-09 |
Start
Value |
End
Value |
|---|---|---|
| SWTSX × |
$10,000.00
1999-07-12 |
$95,822.10
2026-10-09 |
| YTD | YoY | |
|---|---|---|
| SWTSX × | +14.89% | +16.71% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWTSX × |
−0.32%
on 2026-10-09 from 2026-08-13 peak |
−54.60%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Fri 2026-10-09 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWTSX × | +16.71% |
+37.44% +17.23%/yr |
+85.15% +22.79%/yr |
+80.98% +12.60%/yr |
+303.16% +14.96%/yr |
| Year | SWTSX |
|---|---|
| 2026 (YTD) | +14.89% |
| 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% |
