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