All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2017-02-23? to Thu 2025-07-03? |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+6.24%
2025-07-03 |
7.342 TR
2025-07-03 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
+20.57%
2025-07-03 |
4.126 TR
2025-07-03 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
+0.06%
2025-07-03 |
3.221 TR
2025-07-03 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+3.09%
2025-07-03 |
1.125 TR
2025-07-03 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Thu 2025-07-03? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+185.76%
+13.39%/yr |
+12.47%/yr
(R2=0.911) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
+91.00%
+8.05%/yr |
+5.62%/yr
(R2=0.710) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
+39.69%
+4.08%/yr |
+2.97%/yr
(R2=0.241) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+12.50%
+1.42%/yr |
+0.64%/yr
(R2=0.069) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Thu 2025-07-03? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
$10,000.00
2017-02-23 |
$28,576.43
2025-07-03 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
$10,000.00
2017-02-23 |
$19,099.53
2025-07-03 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
$10,000.00
2017-02-23 |
$13,969.41
2025-07-03 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
$10,000.00
2017-02-23 |
$11,250.16
2025-07-03 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWTSX | SWISX | SWSSX | SWAGX |
|---|---|---|---|---|
| 2025 (YTD) | +6.24% | +20.57% | +0.06% | +3.09% |
| 2024 | +23.84% | +3.54% | +11.57% | +1.38% |
| 2023 | +26.05% | +18.13% | +17.07% | +5.44% |
| 2022 | −19.54% | −14.30% | −20.43% | −13.08% |
| 2021 | +25.28% | +11.25% | +6.46% | −1.79% |
| 2020 | +20.71% | +8.13% | +18.43% | +7.38% |
| 2019 | +30.57% | +21.87% | +20.00% | +8.66% |
| 2018 | −5.85% | −13.38% | −18.51% | −0.12% |
| 2017 | +20.81% | +25.32% | +10.37% | +2.62% |
| 2016 | +12.06% | +1.07% | +18.17% | — |
| 2015 | −0.43% | −0.86% | −9.35% | — |
| 2014 | +11.71% | −5.71% | −1.00% | — |
| 2013 | +32.75% | +21.62% | +32.16% | — |
| 2012 | +16.29% | +18.92% | +13.66% | — |
| 2011 | +1.28% | −11.81% | −8.39% | — |
| 2010 | +17.24% | +6.62% | +27.01% | — |
| 2009 | +28.30% | +29.20% | +35.69% | — |
| 2008 | −36.56% | −41.82% | −34.97% | — |
| 2007 | +5.12% | +13.27% | −15.09% | — |
| 2006 | +15.53% | +25.01% | +3.43% | — |
| 2005 | +6.22% | +20.64% | +4.22% | — |
| 2004 | +12.48% | +18.33% | +16.58% | — |
| 2003 | +30.98% | +36.52% | +43.60% | — |
| 2002 | −20.43% | −15.63% | −22.37% | — |
| 2001 | −11.09% | −22.72% | −0.77% | — |
| 2000 | −10.51% | −17.53% | −8.88% | — |
| 1999 | +8.59% | +33.81% | +24.44% | — |
| 1998 | — | +15.96% | −8.65% | — |
| 1997 | — | −7.77% | +12.09% | — |
| Thu 2017-02-23? to Thu 2025-07-03? |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWTSX × | 0.00% |
−35.01%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × | −0.11% |
−33.83%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × | −9.78% |
−48.99%
2020-03-18 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × | −6.35% |
−18.77%
2022-10-24 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||