All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Mon 1999-07-12💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+9.70%
2026-06-12 |
+24.77%
2026-06-12 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWPPX × |
+9.12%
2026-06-12 |
+24.40%
2026-06-12 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Mon 1999-07-12💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+814.97%
+8.57%/yr |
+9.28%/yr
(R2=0.904) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWPPX × |
+823.70%
+8.61%/yr |
+8.98%/yr
(R2=0.767) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Mon 1999-07-12💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
$10,000.00
1999-07-12 |
$91,496.62
2026-06-12 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWPPX × |
$10,000.00
1999-07-12 |
$92,370.06
2026-06-12 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SWTSX | SWPPX |
|---|---|---|
| 2026 (YTD) | +9.70% | +9.12% |
| 2025 | +17.04% | +17.87% |
| 2024 | +23.85% | +24.97% |
| 2023 | +26.05% | +26.26% |
| 2022 | −19.54% | −18.14% |
| 2021 | +25.65% | +28.67% |
| 2020 | +20.71% | +18.38% |
| 2019 | +30.90% | +31.46% |
| 2018 | −5.35% | −4.47% |
| 2017 | +21.08% | +21.81% |
| 2016 | +12.59% | +11.82% |
| 2015 | +0.43% | +1.31% |
| 2014 | +12.37% | +13.55% |
| 2013 | +33.36% | +32.27% |
| 2012 | +16.29% | +15.89% |
| 2011 | +1.27% | +2.02% |
| 2010 | +17.23% | +14.98% |
| 2009 | +28.31% | +26.26% |
| 2008 | −36.56% | −36.70% |
| 2007 | +5.37% | +5.46% |
| 2006 | +15.53% | +15.68% |
| 2005 | +6.22% | +4.78% |
| 2004 | +12.48% | +10.70% |
| 2003 | +30.99% | +28.47% |
| 2002 | −20.44% | −22.18% |
| 2001 | −11.09% | −12.04% |
| 2000 | −10.51% | −9.19% |
| 1999 | +8.59% | +30.72% |
| 1998 | — | +28.25% |
| 1997 | — | +16.32% |
| Mon 1999-07-12💬 to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
−2.07%
from 2026-06-02 peak |
−54.60%
2009-03-09 from 2007-10-09 peak |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWPPX × |
−100.00%
from 1999-12-24 peak |
−100.00%
2009-03-05 from 1999-12-24 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWTSX × | +24.77% |
+40.87% +18.69%/yr |
+76.86% +20.93%/yr |
+77.86% +12.21%/yr |
+299.40% +14.85%/yr |
|
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWPPX × | +24.40% |
+40.54% +18.55%/yr |
+78.24% +21.25%/yr |
+87.79% +13.43%/yr |
+318.13% +15.38%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||