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

Thu 2011-10-20? to Mon 2025-04-28	YTD Return	TR Price
SWTSX ×	−6.16% 2025-04-28	6.432 TR 2025-04-28
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	−4.75% 2025-04-28	4.718 TR 2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Mon 2025-04-28	Overall Return	Exponential Trendline
SWTSX ×	+430.60% +13.14%/yr	+12.44%/yr (R2=0.969)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	+371.83% +12.16%/yr	+12.47%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Mon 2025-04-28	Start Value	End Value
SWTSX ×	$10,000.00 2011-10-20	$53,059.52 2025-04-28
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	$10,000.00 2011-10-20	$47,183.45 2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SWTSX	SCHD
2025 (YTD)	−6.16%	−4.75%
2024	+23.84%	+11.66%
2023	+26.05%	+4.54%
2022	−19.54%	−3.26%
2021	+25.28%	+29.87%
2020	+20.71%	+15.03%
2019	+30.57%	+27.29%
2018	−5.85%	−5.56%
2017	+20.81%	+20.85%
2016	+12.06%	+16.45%
2015	−0.43%	−0.30%
2014	+11.71%	+11.69%
2013	+32.75%	+32.88%
2012	+16.29%	+11.39%
2011	+1.28%	+5.31%
2010	+17.24%	—
2009	+28.30%	—
2008	−36.56%	—
2007	+5.12%	—
2006	+15.53%	—
2005	+6.22%	—
2004	+12.48%	—
2003	+30.98%	—
2002	−20.43%	—
2001	−11.09%	—
2000	−10.51%	—
1999	+8.59%	—

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Drawdowns

Thu 2011-10-20? to Mon 2025-04-28	Current Drawdown	Worst Drawdown
SWTSX ×	−10.33%	−35.01% 2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	−11.06%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund