All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2009-11-03? to Fri 2025-05-09 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
−4.90%
2025-05-09 |
4.146 TRR
2025-05-09 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHB × |
−5.26%
2025-05-09 |
4.699 TRR
2025-05-09 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
−5.24%
2025-05-09 |
3.424 TRR
2025-05-09 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2009-11-03? to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+392.43%
+10.82%/yr |
+10.72%/yr
(R2=0.968) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHB × |
+369.90%
+10.49%/yr |
+10.40%/yr
(R2=0.959) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
+349.53%
+10.17%/yr |
+9.98%/yr
(R2=0.956) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2009-11-03? to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2009-11-03 |
$49,243.32
2025-05-09 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHB × |
$10,000.00
2009-11-03 |
$46,990.29
2025-05-09 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × |
$10,000.00
2009-11-03 |
$44,952.87
2025-05-09 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Year | SPLG | SCHB | SWTSX |
|---|---|---|---|
| 2025 (YTD) | −4.90% | −5.26% | −5.24% |
| 2024 | +21.50% | +20.43% | +20.38% |
| 2023 | +22.16% | +22.06% | +21.97% |
| 2022 | −23.08% | −24.33% | −24.43% |
| 2021 | +20.31% | +17.58% | +17.04% |
| 2020 | +16.91% | +19.11% | +19.08% |
| 2019 | +29.03% | +27.90% | +27.65% |
| 2018 | −6.55% | −7.09% | −7.61% |
| 2017 | +18.78% | +18.74% | +18.31% |
| 2016 | +9.57% | +10.35% | +9.79% |
| 2015 | +0.40% | −0.33% | −1.14% |
| 2014 | +12.84% | +11.83% | +10.86% |
| 2013 | +31.17% | +31.21% | +30.80% |
| 2012 | +13.18% | +14.36% | +14.31% |
| 2011 | −1.20% | −1.55% | −1.67% |
| 2010 | +14.18% | +15.37% | +15.51% |
| 2009 | +23.83% | +7.64% | +24.96% |
| 2008 | −36.95% | — | −36.63% |
| 2007 | +1.63% | — | +0.98% |
| 2006 | +11.72% | — | +12.71% |
| 2005 | +2.87% | — | +2.68% |
| 2004 | — | — | +8.92% |
| 2003 | — | — | +28.55% |
| 2002 | — | — | −22.24% |
| 2001 | — | — | −12.48% |
| 2000 | — | — | −13.41% |
| 1999 | — | — | +7.32% |
| Tue 2009-11-03? to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −8.20% |
−33.84%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHB × | −8.98% |
−35.25%
2020-03-23 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SWTSX × | −8.98% |
−34.96%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||