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 Tue 2025-05-13 YTD
Return 		TRR
Price
SCHX × 		−1.19%
2025-05-13 		6.323 TRR
2025-05-13
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWTSX × 		−1.49%
2025-05-13 		3.559 TRR
2025-05-13
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 Tue 2025-05-13 Overall
Return 		Exponential
Trendline
SCHX × 		+532.28%
+12.61%/yr 		+12.42%/yr
(R2=0.970)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWTSX × 		+367.29%
+10.44%/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 Tue 2025-05-13 Start
Value 		End
Value
SCHX × 		$10,000.00
2009-11-03 		$63,228.09
2025-05-13
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWTSX × 		$10,000.00
2009-11-03 		$46,729.41
2025-05-13
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Annual Returns

Year SCHX SWTSX
2025 (YTD) −1.19% −1.49%
2024 +22.90% +20.37%
2023 +25.61% +21.96%
2022 −24.30% −24.42%
2021 +19.26% +17.04%
2020 +19.22% +19.09%
2019 +31.75% +27.65%
2018 −5.29% −7.60%
2017 +20.56% +18.30%
2016 +13.00% +9.78%
2015 +2.30% −1.14%
2014 +14.61% +10.87%
2013 +32.78% +30.80%
2012 +16.85% +14.29%
2011 +0.44% −1.63%
2010 +15.40% +15.49%
2009 +7.46% +24.92%
2008 — −36.61%
2007 — +0.98%
2006 — +12.69%
2005 — +2.71%
2004 — +8.91%
2003 — +28.57%
2002 — −22.29%
2001 — −12.42%
2000 — −13.46%
1999 — +7.35%

Drawdowns

SCHX,SWTSX - Total Real Return Drawdowns Chart
Date
--
SCHX
--
SWTSX
--
Tue 2009-11-03? to Tue 2025-05-13 Current
Drawdown 		Worst
Drawdown
SCHX × 		−4.87% −34.31%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWTSX × 		−5.38% −34.97%
2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund