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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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