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