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