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