SWTSX,SCHD: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20💬 to Fri 2026-06-12	YTD Return	1 Year Return
SWTSX ×	+9.70% 2026-06-12	+24.77% 2026-06-12
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	+20.59% 2026-06-12	+26.08% 2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Returns

Thu 2011-10-20💬 to Fri 2026-06-12	Overall Return	Exponential Trendline
SWTSX ×	+653.06% +14.78%/yr	+13.08%/yr (R2=0.976)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	+523.27% +13.31%/yr	+12.20%/yr (R2=0.977)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-06-12	Start Value	End Value
SWTSX ×	$10,000.00 2011-10-20	$75,305.75 2026-06-12
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	$10,000.00 2011-10-20	$62,326.61 2026-06-12
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Annual Returns

Year	SWTSX	SCHD
2026 (YTD)	+9.70%	+20.59%
2025	+17.04%	+4.34%
2024	+23.85%	+11.66%
2023	+26.05%	+4.54%
2022	−19.54%	−3.26%
2021	+25.65%	+29.87%
2020	+20.71%	+15.03%
2019	+30.90%	+27.29%
2018	−5.35%	−5.56%
2017	+21.08%	+20.85%
2016	+12.59%	+16.45%
2015	+0.43%	−0.30%
2014	+12.37%	+11.69%
2013	+33.36%	+32.88%
2012	+16.29%	+11.39%
2011	+1.27%	+5.31%
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%	—

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Drawdowns

Thu 2011-10-20💬 to Fri 2026-06-12	Current Drawdown	Worst Drawdown
SWTSX ×	−2.07% from 2026-06-02 peak	−35.01% 2020-03-23 from 2020-02-19 peak
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	−0.09% from 2026-05-22 peak	−33.37% 2020-03-23 from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-06-12	1 Year	2 Years	3 Years	5 Years	10 Years
SWTSX ×	+24.77%	+40.87% +18.69%/yr	+76.86% +20.93%/yr	+77.86% +12.21%/yr	+299.40% +14.85%/yr
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	+26.08%	+37.05% +17.07%/yr	+52.55% +15.12%/yr	+51.99% +8.73%/yr	+234.24% +12.83%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund