All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2017-02-23? 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 | ||||||
SWAGX × |
+2.61%
2025-04-28 |
1.119 TR
2025-04-28 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Thu 2017-02-23? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWTSX × |
+150.36%
+11.88%/yr |
+12.43%/yr
(R2=0.905) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
+11.87%
+1.38%/yr |
+0.60%/yr
(R2=0.059) |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Thu 2017-02-23? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWTSX × |
$10,000.00
2017-02-23 |
$25,036.01
2025-04-28 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
$10,000.00
2017-02-23 |
$11,187.34
2025-04-28 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Year | SWTSX | SWAGX |
---|---|---|
2025 (YTD) | −6.16% | +2.61% |
2024 | +23.84% | +1.38% |
2023 | +26.05% | +5.46% |
2022 | −19.54% | −13.06% |
2021 | +25.28% | −1.81% |
2020 | +20.71% | +7.27% |
2019 | +30.57% | +8.63% |
2018 | −5.85% | −0.11% |
2017 | +20.81% | +2.62% |
2016 | +12.06% | — |
2015 | −0.43% | — |
2014 | +11.71% | — |
2013 | +32.75% | — |
2012 | +16.29% | — |
2011 | +1.28% | — |
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% | — |
Thu 2017-02-23? 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 | ||||||
SWAGX × | −6.84% |
−18.84%
2022-10-24 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||