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

Total Real Returns

SWISX,SWAGX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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