All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Mon 1999-07-12? to Mon 2025-06-16 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWTSX × |
+2.69%
2025-06-16 |
7.039 TR
2025-06-16 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × |
+3.21%
2025-06-16 |
10.99 TR
2025-06-16 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Mon 1999-07-12? to Mon 2025-06-16 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWTSX × |
+603.88%
+7.82%/yr |
+8.77%/yr
(R2=0.895) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × |
+584.98%
+7.70%/yr |
+8.72%/yr
(R2=0.871) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Mon 1999-07-12? to Mon 2025-06-16 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWTSX × |
$10,000.00
1999-07-12 |
$70,387.56
2025-06-16 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × |
$10,000.00
1999-07-12 |
$68,498.29
2025-06-16 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Year | SWTSX | SWPPX |
---|---|---|
2025 (YTD) | +2.69% | +3.21% |
2024 | +23.84% | +24.97% |
2023 | +26.05% | +26.26% |
2022 | −19.54% | −18.14% |
2021 | +25.28% | +28.67% |
2020 | +20.71% | +18.38% |
2019 | +30.57% | +31.45% |
2018 | −5.85% | −4.47% |
2017 | +20.81% | +21.81% |
2016 | +12.06% | +11.82% |
2015 | −0.43% | +1.31% |
2014 | +11.71% | +13.55% |
2013 | +32.75% | +32.26% |
2012 | +16.29% | +15.89% |
2011 | +1.28% | +2.02% |
2010 | +17.24% | +14.98% |
2009 | +28.30% | +26.26% |
2008 | −36.56% | −36.70% |
2007 | +5.12% | +5.45% |
2006 | +15.53% | +15.68% |
2005 | +6.22% | +4.78% |
2004 | +12.48% | +10.70% |
2003 | +30.98% | +28.47% |
2002 | −20.43% | −22.18% |
2001 | −11.09% | −12.04% |
2000 | −10.51% | −9.19% |
1999 | +8.59% | +20.80% |
1998 | — | +28.26% |
1997 | — | +9.33% |
Mon 1999-07-12? to Mon 2025-06-16 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWTSX × | −1.87% |
−54.70%
2009-03-09 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × | −1.36% |
−55.06%
2009-03-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||