All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2025-05-16 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+1.40%
2025-05-16 |
6.95 TR
2025-05-16 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SCHD × |
−1.76%
2025-05-16 |
4.867 TR
2025-05-16 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
−0.47%
2025-05-16 |
10.04 TR
2025-05-16 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-05-16 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+473.33%
+13.73%/yr |
+12.44%/yr
(R2=0.969) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SCHD × |
+386.65%
+12.37%/yr |
+12.44%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
+762.46%
+17.21%/yr |
+16.23%/yr
(R2=0.970) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-05-16 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
$10,000.00
2011-10-20 |
$57,333.27
2025-05-16 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$48,665.36
2025-05-16 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × |
$10,000.00
2011-10-20 |
$86,246.07
2025-05-16 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Year | SWTSX | SCHD | SCHG |
|---|---|---|---|
| 2025 (YTD) | +1.40% | −1.76% | −0.47% |
| 2024 | +23.84% | +11.66% | +34.96% |
| 2023 | +26.05% | +4.54% | +50.10% |
| 2022 | −19.54% | −3.26% | −31.80% |
| 2021 | +25.28% | +29.87% | +28.11% |
| 2020 | +20.71% | +15.03% | +39.14% |
| 2019 | +30.57% | +27.29% | +36.02% |
| 2018 | −5.85% | −5.56% | −1.36% |
| 2017 | +20.81% | +20.85% | +28.05% |
| 2016 | +12.06% | +16.45% | +6.82% |
| 2015 | −0.43% | −0.30% | +3.24% |
| 2014 | +11.71% | +11.69% | +15.80% |
| 2013 | +32.75% | +32.88% | +34.04% |
| 2012 | +16.29% | +11.39% | +16.88% |
| 2011 | +1.28% | +5.31% | −0.74% |
| 2010 | +17.24% | — | +16.85% |
| 2009 | +28.30% | — | +2.70% |
| 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% | — | — |
| Thu 2011-10-20? to Fri 2025-05-16 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWTSX × | −3.11% |
−35.01%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SCHD × | −8.26% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHG × | −4.68% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||