All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2010-09-09? 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 | ||||||
VOO × |
−5.84%
2025-05-01 |
4.541 TRR
2025-05-01 |
||||
Vanguard S&P 500 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 | ||||||
Thu 2010-09-09? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+462.18%
+12.52%/yr |
+12.27%/yr
(R2=0.965) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
VOO × |
+354.13%
+10.89%/yr |
+10.67%/yr
(R2=0.963) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SWTSX × |
+312.43%
+10.16%/yr |
+9.81%/yr
(R2=0.950) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Thu 2010-09-09? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2010-09-09 |
$56,218.14
2025-05-01 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
VOO × |
$10,000.00
2010-09-09 |
$45,413.13
2025-05-01 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SWTSX × |
$10,000.00
2010-09-09 |
$41,243.43
2025-05-01 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Year | SCHX | VOO | SWTSX |
---|---|---|---|
2025 (YTD) | −6.01% | −5.84% | −6.37% |
2024 | +22.94% | +21.48% | +20.38% |
2023 | +25.59% | +22.23% | +21.98% |
2022 | −24.30% | −23.14% | −24.43% |
2021 | +19.24% | +20.33% | +17.04% |
2020 | +19.18% | +16.74% | +19.09% |
2019 | +31.81% | +28.43% | +27.65% |
2018 | −5.30% | −6.29% | −7.61% |
2017 | +20.58% | +19.25% | +18.32% |
2016 | +13.00% | +9.89% | +9.77% |
2015 | +2.30% | +0.59% | −1.14% |
2014 | +14.59% | +12.70% | +10.86% |
2013 | +32.79% | +30.43% | +30.78% |
2012 | +16.86% | +14.01% | +14.31% |
2011 | +0.42% | −1.04% | −1.63% |
2010 | +15.43% | +14.34% | +15.52% |
2009 | +7.44% | — | +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% |
Thu 2010-09-09? 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 | ||||||
VOO × | −9.13% |
−33.95%
2020-03-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SWTSX × | −10.07% |
−34.96%
2020-03-23 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||