All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Mon 1997-07-21? 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 | ||||||
SWSSX × |
−10.34%
2025-05-01 |
1.411 TRR
2025-05-01 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Mon 1997-07-21? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWISX × |
+91.44%
+2.37%/yr |
+2.54%/yr
(R2=0.597) |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
+37.52%
+1.15%/yr |
+1.85%/yr
(R2=0.392) |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Mon 1997-07-21? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWISX × |
$10,000.00
1997-07-21 |
$19,143.94
2025-05-01 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
$10,000.00
1997-07-21 |
$13,751.62
2025-05-01 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Year | SWISX | SWSSX |
---|---|---|
2025 (YTD) | +10.06% | −10.34% |
2024 | +0.66% | +8.43% |
2023 | +14.28% | +13.28% |
2022 | −19.48% | −25.25% |
2021 | +3.94% | −0.55% |
2020 | +6.66% | +16.83% |
2019 | +19.19% | +17.33% |
2018 | −15.00% | −20.04% |
2017 | +22.68% | +8.08% |
2016 | −0.94% | +15.79% |
2015 | −1.63% | −10.01% |
2014 | −6.39% | −1.74% |
2013 | +19.81% | +30.18% |
2012 | +16.90% | +11.73% |
2011 | −14.36% | −11.03% |
2010 | +5.05% | +25.12% |
2009 | +25.80% | +32.07% |
2008 | −41.90% | −35.02% |
2007 | +8.85% | −18.42% |
2006 | +21.95% | +0.91% |
2005 | +16.63% | +0.74% |
2004 | +14.58% | +12.92% |
2003 | +34.01% | +40.95% |
2002 | −17.59% | −24.17% |
2001 | −23.89% | −2.28% |
2000 | −20.22% | −11.89% |
1999 | +30.34% | +21.19% |
1998 | +14.04% | −10.08% |
1997 | −8.26% | +11.41% |
Mon 1997-07-21? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWISX × | −2.05% |
−61.29%
2009-03-09 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × | −32.25% |
−68.95%
2009-03-09 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||