All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHB,SWTSX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2009-11-03? to Fri 2025-05-02 YTD
Return
TRR
Price
SCHB
×
−5.05%
2025-05-02
4.71 TRR
2025-05-02
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SWTSX
×
−4.91%
2025-05-02
3.436 TRR
2025-05-02
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Returns

Tue 2009-11-03? to Fri 2025-05-02 Overall
Return
Exponential
Trendline
SCHB
×
+370.97%
+10.52%/yr
+10.41%/yr
(R2=0.960)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SWTSX
×
+351.06%
+10.21%/yr
+9.99%/yr
(R2=0.957)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Growth of $10,000

Tue 2009-11-03? to Fri 2025-05-02 Start
Value
End
Value
SCHB
×
$10,000.00
2009-11-03
$47,096.91
2025-05-02
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SWTSX
×
$10,000.00
2009-11-03
$45,106.08
2025-05-02
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Annual Returns

Year SCHB SWTSX
2025 (YTD) −5.05% −4.91%
2024 +20.44% +20.38%
2023 +22.07% +21.96%
2022 −24.35% −24.43%
2021 +17.59% +17.05%
2020 +19.12% +19.07%
2019 +27.82% +27.67%
2018 −7.01% −7.61%
2017 +18.64% +18.29%
2016 +10.40% +9.80%
2015 −0.33% −1.14%
2014 +11.84% +10.86%
2013 +31.21% +30.78%
2012 +14.37% +14.31%
2011 −1.56% −1.63%
2010 +15.38% +15.47%
2009 +7.64% +24.90%
2008 −36.61%
2007 +0.98%
2006 +12.72%
2005 +2.68%
2004 +8.92%
2003 +28.56%
2002 −22.25%
2001 −12.45%
2000 −13.45%
1999 +7.36%

Drawdowns

Tue 2009-11-03? to Fri 2025-05-02 Current
Drawdown
Worst
Drawdown
SCHB
×
−8.78% −35.23%
2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SWTSX
×
−8.67% −34.96%
2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund