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

Thu 2011-10-20? to Wed 2025-07-02?
SWTSX ×
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Wed 2025-07-02?	Overall Return	Exponential Trendline
SWTSX ×	+923.06% +18.50%/yr	+16.68%/yr (R2=0.974)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	+404.55% +12.54%/yr	+12.39%/yr (R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Wed 2025-07-02?	Start Value	End Value
SWTSX ×	$10,000.00 2011-10-20	$102,305.70 2025-07-02
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	$10,000.00 2011-10-20	$50,454.92 2025-07-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SWTSX	SCHD
2025 (YTD)	+16.21%	+1.78%
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	+45.28%	+27.29%
2018	−5.85%	−5.56%
2017	+33.68%	+20.85%
2016	+12.06%	+16.45%
2015	−0.43%	−0.30%
2014	+24.52%	+11.69%
2013	+46.46%	+32.88%
2012	+16.28%	+11.39%
2011	+13.98%	+5.31%
2010	+17.24%	—
2009	+28.31%	—
2008	−25.70%	—
2007	+5.12%	—
2006	+15.54%	—
2005	+15.18%	—
2004	+12.47%	—
2003	+30.98%	—
2002	−20.43%	—
2001	−11.08%	—
2000	−5.50%	—
1999	+11.67%	—

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Drawdowns

Thu 2011-10-20? to Wed 2025-07-02?	Final Drawdown	Worst Drawdown
SWTSX ×	0.00%	−35.01% 2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	−4.89%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund