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

Total Real Returns

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

Tue 2005-11-15? 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
SWTSX
×
−5.24%
2025-05-09
3.424 TRR
2025-05-09
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Returns

Tue 2005-11-15? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
SPLG
×
+314.62%
+7.57%/yr
+9.31%/yr
(R2=0.909)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWTSX
×
+286.82%
+7.19%/yr
+8.83%/yr
(R2=0.904)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Growth of $10,000

Tue 2005-11-15? to Fri 2025-05-09 Start
Value
End
Value
SPLG
×
$10,000.00
2005-11-15
$41,461.59
2025-05-09
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWTSX
×
$10,000.00
2005-11-15
$38,682.08
2025-05-09
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Annual Returns

Year SPLG SWTSX
2025 (YTD) −4.90% −5.24%
2024 +21.50% +20.38%
2023 +22.16% +21.97%
2022 −23.08% −24.43%
2021 +20.31% +17.04%
2020 +16.91% +19.08%
2019 +29.03% +27.65%
2018 −6.55% −7.61%
2017 +18.78% +18.31%
2016 +9.57% +9.79%
2015 +0.40% −1.14%
2014 +12.84% +10.86%
2013 +31.17% +30.80%
2012 +13.18% +14.31%
2011 −1.20% −1.67%
2010 +14.18% +15.51%
2009 +23.83% +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%

Drawdowns

Tue 2005-11-15? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
SPLG
×
−8.20% −55.32%
2009-03-09
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWTSX
×
−8.98% −55.49%
2009-03-09
Schwab Total Stock Market Index Fund Select Shares Mutual Fund