All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2017-02-23? to Thu 2025-05-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SWISX × |
+10.06%
2025-05-01 |
1.914 TRR
2025-05-01 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
+0.72%
2025-05-01 |
0.851 TRR
2025-05-01 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Thu 2017-02-23? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWISX × |
+34.49%
+3.69%/yr |
+1.52%/yr
(R2=0.145) |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
−14.90%
−1.95%/yr |
−3.11%/yr
(R2=0.492) |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Thu 2017-02-23? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWISX × |
$10,000.00
2017-02-23 |
$13,448.64
2025-05-01 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
$10,000.00
2017-02-23 |
$8,509.56
2025-05-01 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Year | SWISX | SWAGX |
---|---|---|
2025 (YTD) | +10.06% | +0.72% |
2024 | +0.66% | −1.46% |
2023 | +14.28% | +2.03% |
2022 | −19.48% | −18.31% |
2021 | +3.94% | −8.30% |
2020 | +6.66% | +5.80% |
2019 | +19.19% | +6.26% |
2018 | −15.00% | −1.98% |
2017 | +22.68% | +1.34% |
2016 | −0.94% | — |
2015 | −1.63% | — |
2014 | −6.39% | — |
2013 | +19.81% | — |
2012 | +16.90% | — |
2011 | −14.36% | — |
2010 | +5.05% | — |
2009 | +25.80% | — |
2008 | −41.90% | — |
2007 | +8.85% | — |
2006 | +21.95% | — |
2005 | +16.63% | — |
2004 | +14.58% | — |
2003 | +34.01% | — |
2002 | −17.59% | — |
2001 | −23.89% | — |
2000 | −20.22% | — |
1999 | +30.34% | — |
1998 | +14.04% | — |
1997 | −8.26% | — |
Thu 2017-02-23? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWISX × | −2.05% |
−36.56%
2020-03-23 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWAGX × | −24.57% |
−30.99%
2023-10-19 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||