All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2017-02-23? to Wed 2025-04-30 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWISX × |
+10.72%
2025-04-30 |
1.926 TRR
2025-04-30 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
−12.36%
2025-04-30 |
1.403 TRR
2025-04-30 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+0.84%
2025-04-30 |
0.8523 TRR
2025-04-30 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Wed 2025-04-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWISX × |
+35.30%
+3.77%/yr |
+1.52%/yr
(R2=0.144) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
−7.60%
−0.96%/yr |
−0.86%/yr
(R2=0.024) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
−14.77%
−1.93%/yr |
−3.11%/yr
(R2=0.492) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Wed 2025-04-30 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWISX × |
$10,000.00
2017-02-23 |
$13,530.35
2025-04-30 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
$10,000.00
2017-02-23 |
$9,239.54
2025-04-30 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
$10,000.00
2017-02-23 |
$8,523.36
2025-04-30 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWISX | SWSSX | SWAGX |
|---|---|---|---|
| 2025 (YTD) | +10.72% | −12.36% | +0.84% |
| 2024 | +0.61% | +8.47% | −1.46% |
| 2023 | +14.34% | +13.25% | +2.05% |
| 2022 | −19.52% | −25.25% | −18.35% |
| 2021 | +3.94% | −0.55% | −8.28% |
| 2020 | +6.66% | +16.86% | +5.87% |
| 2019 | +19.19% | +17.29% | +6.24% |
| 2018 | −15.00% | −20.02% | −2.07% |
| 2017 | +22.68% | +8.09% | +1.43% |
| 2016 | −0.94% | +15.75% | — |
| 2015 | −1.57% | −10.01% | — |
| 2014 | −6.44% | −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% | +32.16% | — |
| 2008 | −41.90% | −35.06% | — |
| 2007 | +8.85% | −18.42% | — |
| 2006 | +21.95% | +0.91% | — |
| 2005 | +16.63% | +0.74% | — |
| 2004 | +14.58% | +12.92% | — |
| 2003 | +34.02% | +40.95% | — |
| 2002 | −17.60% | −24.17% | — |
| 2001 | −23.89% | −2.28% | — |
| 2000 | −20.22% | −11.86% | — |
| 1999 | +30.34% | +21.20% | — |
| 1998 | +14.13% | −10.12% | — |
| 1997 | −8.26% | +11.41% | — |
| Thu 2017-02-23? to Wed 2025-04-30 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWISX × | −1.51% |
−36.56%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × | −32.66% |
−50.22%
2020-03-18 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × | −24.48% |
−31.00%
2023-10-19 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||