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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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