All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Mon 1999-07-12? to Fri 2025-08-01 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWTSX × |
+6.30%
2025-08-01 |
7.286 TR
2025-08-01 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × |
+6.84%
2025-08-01 |
11.22 TR
2025-08-01 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Mon 1999-07-12? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWTSX × |
+628.57%
+7.92%/yr |
+8.81%/yr
(R2=0.896) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × |
+599.01%
+7.75%/yr |
+8.64%/yr
(R2=0.873) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Mon 1999-07-12? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWTSX × |
$10,000.00
1999-07-12 |
$72,856.94
2025-08-01 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × |
$10,000.00
1999-07-12 |
$69,900.77
2025-08-01 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Year | SWTSX | SWPPX |
---|---|---|
2025 (YTD) | +6.30% | +6.84% |
2024 | +23.84% | +24.97% |
2023 | +26.05% | +26.26% |
2022 | −19.54% | −18.14% |
2021 | +25.28% | +28.55% |
2020 | +20.71% | +18.38% |
2019 | +30.57% | +31.22% |
2018 | −5.85% | −4.92% |
2017 | +20.81% | +21.76% |
2016 | +12.06% | +11.21% |
2015 | −0.43% | +0.26% |
2014 | +11.71% | +13.55% |
2013 | +32.75% | +32.26% |
2012 | +16.29% | +15.90% |
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% | +21.97% |
1998 | — | +28.26% |
1997 | — | +9.33% |
Mon 1999-07-12? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWTSX × | −2.46% |
−54.70%
2009-03-09 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × | −2.37% |
−55.06%
2009-03-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||