All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

Fri 2009-12-11? 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
SCHG
×
−9.34%
2025-04-28
9.141 TR
2025-04-28
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Fri 2009-12-11? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SWTSX
×
+512.89%
+12.51%/yr
+12.65%/yr
(R2=0.977)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHG
×
+814.06%
+15.48%/yr
+15.96%/yr
(R2=0.977)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11? to Mon 2025-04-28 Start
Value
End
Value
SWTSX
×
$10,000.00
2009-12-11
$61,288.92
2025-04-28
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHG
×
$10,000.00
2009-12-11
$91,406.22
2025-04-28
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SWTSX SCHG
2025 (YTD) −6.16% −9.34%
2024 +23.84% +34.96%
2023 +26.05% +50.10%
2022 −19.54% −31.80%
2021 +25.28% +28.11%
2020 +20.71% +39.14%
2019 +30.57% +36.02%
2018 −5.85% −1.36%
2017 +20.81% +28.05%
2016 +12.06% +6.82%
2015 −0.43% +3.24%
2014 +11.71% +15.80%
2013 +32.75% +34.04%
2012 +16.29% +16.88%
2011 +1.28% −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%

Drawdowns

Fri 2009-12-11? 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
SCHG
×
−13.18% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund