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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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