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

Total Real Returns

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

Thu 2017-02-23? to Wed 2025-05-21 YTD
Return
TR
Price
SWTSX
×
−0.66%
2025-05-21
6.809 TR
2025-05-21
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWAGX
×
+0.99%
2025-05-21
1.101 TR
2025-05-21
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Wed 2025-05-21 Overall
Return
Exponential
Trendline
SWTSX
×
+165.03%
+12.56%/yr
+12.43%/yr
(R2=0.907)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWAGX
×
+10.11%
+1.18%/yr
+0.61%/yr
(R2=0.061)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Wed 2025-05-21 Start
Value
End
Value
SWTSX
×
$10,000.00
2017-02-23
$26,503.33
2025-05-21
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWAGX
×
$10,000.00
2017-02-23
$11,011.14
2025-05-21
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWTSX SWAGX
2025 (YTD) −0.66% +0.99%
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% +8.64%
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%

Drawdowns

Thu 2017-02-23? to Wed 2025-05-21 Current
Drawdown
Worst
Drawdown
SWTSX
×
−5.07% −35.01%
2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWAGX
×
−8.31% −18.84%
2022-10-24
Schwab US Aggregate Bond Index Fund Mutual Fund