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 |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−5.77%
2025-05-01 |
5.036 TRR
2025-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
−6.37%
2025-05-01 |
3.384 TRR
2025-05-01 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+0.84%
2025-05-01 |
0.8484 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 |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+105.52%
+9.20%/yr |
+9.16%/yr
(R2=0.842) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
+92.68%
+8.34%/yr |
+8.28%/yr
(R2=0.788) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
−15.16%
−1.99%/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 |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2017-02-23 |
$20,552.12
2025-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
$10,000.00
2017-02-23 |
$19,267.74
2025-05-01 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
$10,000.00
2017-02-23 |
$8,484.27
2025-05-01 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWPPX | SWTSX | SWAGX |
|---|---|---|---|
| 2025 (YTD) | −5.77% | −6.37% | +0.84% |
| 2024 | +21.46% | +20.38% | −1.46% |
| 2023 | +22.18% | +21.98% | +2.05% |
| 2022 | −23.12% | −24.43% | −18.35% |
| 2021 | +20.22% | +17.04% | −8.28% |
| 2020 | +16.80% | +19.09% | +5.87% |
| 2019 | +28.50% | +27.65% | +6.24% |
| 2018 | −6.69% | −7.61% | −2.07% |
| 2017 | +19.22% | +18.32% | +1.43% |
| 2016 | +8.96% | +9.77% | — |
| 2015 | −0.46% | −1.14% | — |
| 2014 | +12.71% | +10.86% | — |
| 2013 | +30.28% | +30.78% | — |
| 2012 | +13.92% | +14.31% | — |
| 2011 | −0.90% | −1.63% | — |
| 2010 | +13.28% | +15.52% | — |
| 2009 | +22.89% | +24.85% | — |
| 2008 | −36.75% | −36.61% | — |
| 2007 | +1.32% | +0.98% | — |
| 2006 | +12.79% | +12.72% | — |
| 2005 | +1.33% | +2.68% | — |
| 2004 | +7.22% | +8.97% | — |
| 2003 | +26.07% | +28.51% | — |
| 2002 | −23.96% | −22.25% | — |
| 2001 | −13.41% | −12.45% | — |
| 2000 | −12.14% | −13.45% | — |
| 1999 | +18.76% | +7.36% | — |
| 1998 | +26.26% | — | — |
| 1997 | +8.57% | — | — |
| Thu 2017-02-23? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −9.09% |
−33.76%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × | −10.07% |
−34.96%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × | −24.83% |
−31.00%
2023-10-19 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||