All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Mon 1999-07-12? to Tue 2025-08-26 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWTSX × |
+10.56%
2025-08-26 |
17.81 TR
2025-08-26 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × |
+10.87%
2025-08-26 |
16680 TR
2025-08-26 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Mon 1999-07-12? to Tue 2025-08-26 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWTSX × |
+1,680.63%
+11.65%/yr |
+13.26%/yr
(R2=0.940) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × |
+463,233.33%
+38.14%/yr |
+29.07%/yr
(R2=0.921) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Mon 1999-07-12? to Tue 2025-08-26 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWTSX × |
$10,000.00
1999-07-12 |
$178,063.49
2025-08-26 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × |
$10,000.00
1999-07-12 |
$46,333,333.33
2025-08-26 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Year | SWTSX | SWPPX |
---|---|---|
2025 (YTD) | +10.56% | +10.87% |
2024 | +23.84% | +32.91% |
2023 | +26.05% | +163.92% |
2022 | −19.54% | +88.71% |
2021 | +25.28% | +121.39% |
2020 | +20.71% | +16.26% |
2019 | +45.28% | +28.92% |
2018 | −5.85% | −2.44% |
2017 | +33.68% | +19.67% |
2016 | +12.06% | +9.07% |
2015 | −0.43% | −1.88% |
2014 | +24.52% | +11.47% |
2013 | +46.46% | +30.01% |
2012 | +16.28% | +13.40% |
2011 | +13.98% | +0.00% |
2010 | +17.24% | +12.86% |
2009 | +28.31% | +153.65% |
2008 | −25.70% | −38.62% |
2007 | +5.12% | +3.60% |
2006 | +15.54% | +179.69% |
2005 | +15.18% | +2.99% |
2004 | +12.47% | +8.90% |
2003 | +30.98% | +151.72% |
2002 | −20.43% | +82.68% |
2001 | −11.08% | +47.67% |
2000 | −5.50% | +38.71% |
1999 | +11.67% | +100.00% |
1998 | — | +93.75% |
1997 | — | +60.00% |
Mon 1999-07-12? to Tue 2025-08-26 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWTSX × | 0.00% |
−51.01%
2008-11-20 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWPPX × | 0.00% |
−57.16%
2009-03-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||