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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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