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

Total Real Returns

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

Tue 2009-11-03? to Fri 2025-05-30 YTD
Return 		TRR
Price
SCHX × 		−1.02%
2025-05-30 		6.335 TRR
2025-05-30
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWTSX × 		−1.29%
2025-05-30 		3.568 TRR
2025-05-30
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Returns

SCHX,SWTSX - Total Real Return Chart
Date
--
SCHX
--
SCHX (Trendline)
--
SWTSX
--
SWTSX (Trendline)
--
Tue 2009-11-03? to Fri 2025-05-30 Overall
Return 		Exponential
Trendline
SCHX × 		+533.50%
+12.59%/yr 		+12.42%/yr
(R2=0.970)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWTSX × 		+368.31%
+10.42%/yr 		+9.98%/yr
(R2=0.957)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Growth of $10,000

Tue 2009-11-03? to Fri 2025-05-30 Start
Value 		End
Value
SCHX × 		$10,000.00
2009-11-03 		$63,349.65
2025-05-30
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWTSX × 		$10,000.00
2009-11-03 		$46,831.22
2025-05-30
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Annual Returns

Year SCHX SWTSX
2025 (YTD) −1.02% −1.29%
2024 +22.92% +20.37%
2023 +25.66% +21.97%
2022 −24.33% −24.42%
2021 +19.24% +17.04%
2020 +19.20% +19.08%
2019 +31.81% +27.67%
2018 −5.29% −7.61%
2017 +20.54% +18.31%
2016 +13.01% +9.79%
2015 +2.30% −1.16%
2014 +14.59% +10.89%
2013 +32.79% +30.75%
2012 +16.85% +14.31%
2011 +0.44% −1.63%
2010 +15.41% +15.52%
2009 +7.45% +24.89%
2008 — −36.61%
2007 — +0.98%
2006 — +12.68%
2005 — +2.71%
2004 — +8.94%
2003 — +28.54%
2002 — −22.27%
2001 — −12.45%
2000 — −13.44%
1999 — +7.38%

Drawdowns

SCHX,SWTSX - Total Real Return Drawdowns Chart
Date
--
SCHX
--
SWTSX
--
Tue 2009-11-03? to Fri 2025-05-30 Current
Drawdown 		Worst
Drawdown
SCHX × 		−4.70% −34.29%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWTSX × 		−5.19% −34.96%
2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund