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

Total Real Returns

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

Mon 1999-07-12? to Mon 2025-04-28 YTD
Return
TR
Price
SWTSX
×
−6.16%
2025-04-28
6.432 TR
2025-04-28
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWSSX
×
−11.48%
2025-04-28
2.806 TR
2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Returns

Mon 1999-07-12? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SWTSX
×
+543.21%
+7.48%/yr
+8.74%/yr
(R2=0.893)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWSSX
×
+148.48%
+3.59%/yr
+4.37%/yr
(R2=0.759)
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Growth of $10,000

Mon 1999-07-12? to Mon 2025-04-28 Start
Value
End
Value
SWTSX
×
$10,000.00
1999-07-12
$64,321.34
2025-04-28
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWSSX
×
$10,000.00
1999-07-12
$24,848.28
2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Annual Returns

Year SWTSX SWSSX
2025 (YTD) −6.16% −11.48%
2024 +23.84% +11.57%
2023 +26.05% +17.07%
2022 −19.54% −20.43%
2021 +25.28% +6.46%
2020 +20.71% +18.43%
2019 +30.57% +20.00%
2018 −5.85% −18.51%
2017 +20.81% +10.37%
2016 +12.06% +18.17%
2015 −0.43% −9.35%
2014 +11.71% −1.00%
2013 +32.75% +32.16%
2012 +16.29% +13.66%
2011 +1.28% −8.39%
2010 +17.24% +27.01%
2009 +28.30% +35.69%
2008 −36.56% −34.97%
2007 +5.12% −15.09%
2006 +15.53% +3.43%
2005 +6.22% +4.22%
2004 +12.48% +16.58%
2003 +30.98% +43.60%
2002 −20.43% −22.37%
2001 −11.09% −0.77%
2000 −10.51% −8.88%
1999 +8.59% +24.44%
1998 −8.65%
1997 +12.09%

Drawdowns

Mon 1999-07-12? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SWTSX
×
−10.33% −54.70%
2009-03-09
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWSSX
×
−21.41% −67.30%
2009-03-09
Schwab Small-Cap Index Fund Select Shares Mutual Fund