All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2009-11-03? to Thu 2025-05-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
−6.01%
2025-05-01 |
6.016 TRR
2025-05-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHB × |
−6.48%
2025-05-01 |
4.639 TRR
2025-05-01 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
−6.37%
2025-05-01 |
3.384 TRR
2025-05-01 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2009-11-03? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+501.58%
+12.28%/yr |
+12.43%/yr
(R2=0.969) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHB × |
+363.95%
+10.41%/yr |
+10.41%/yr
(R2=0.960) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
+344.13%
+10.10%/yr |
+9.99%/yr
(R2=0.956) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2009-11-03? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2009-11-03 |
$60,158.17
2025-05-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHB × |
$10,000.00
2009-11-03 |
$46,394.65
2025-05-01 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
$10,000.00
2009-11-03 |
$44,413.01
2025-05-01 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Year | SCHX | SCHB | SWTSX |
|---|---|---|---|
| 2025 (YTD) | −6.01% | −6.48% | −6.37% |
| 2024 | +22.94% | +20.44% | +20.38% |
| 2023 | +25.59% | +22.07% | +21.98% |
| 2022 | −24.30% | −24.35% | −24.43% |
| 2021 | +19.24% | +17.59% | +17.04% |
| 2020 | +19.18% | +19.12% | +19.09% |
| 2019 | +31.81% | +27.93% | +27.65% |
| 2018 | −5.30% | −7.09% | −7.61% |
| 2017 | +20.58% | +18.64% | +18.32% |
| 2016 | +13.00% | +10.41% | +9.77% |
| 2015 | +2.30% | −0.33% | −1.14% |
| 2014 | +14.59% | +11.84% | +10.86% |
| 2013 | +32.79% | +31.22% | +30.78% |
| 2012 | +16.86% | +14.35% | +14.31% |
| 2011 | +0.42% | −1.55% | −1.63% |
| 2010 | +15.43% | +15.36% | +15.52% |
| 2009 | +7.44% | +7.66% | +24.85% |
| 2008 | — | — | −36.61% |
| 2007 | — | — | +0.98% |
| 2006 | — | — | +12.72% |
| 2005 | — | — | +2.68% |
| 2004 | — | — | +8.97% |
| 2003 | — | — | +28.51% |
| 2002 | — | — | −22.25% |
| 2001 | — | — | −12.45% |
| 2000 | — | — | −13.45% |
| 1999 | — | — | +7.36% |
| Tue 2009-11-03? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | −9.48% |
−34.30%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHB × | −10.16% |
−35.24%
2020-03-23 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × | −10.07% |
−34.96%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||