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

Total Real Returns

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

Thu 2017-02-23? to Thu 2026-05-14 YTD
Return 		TRR
Price
SWPPX × 		+6.86%
2026-05-14 		7.631 TRR
2026-05-14
Schwab S&P 500 Index Fund Mutual Fund
SWTSX × 		+6.89%
2026-05-14 		4.578 TRR
2026-05-14
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX × 		+4.85%
2026-05-14 		2.338 TRR
2026-05-14
Schwab International Index Fund Select Shares Mutual Fund
SWAGX × 		−3.02%
2026-05-14 		0.8517 TRR
2026-05-14
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Thu 2026-05-14 Overall
Return 		Exponential
Trendline
SWPPX × 		+168.94%
+11.33%/yr 		+9.85%/yr
(R2=0.889)
Schwab S&P 500 Index Fund Mutual Fund
SWTSX × 		+154.03%
+10.64%/yr 		+9.10%/yr
(R2=0.855)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX × 		+64.21%
+5.53%/yr 		+2.92%/yr
(R2=0.371)
Schwab International Index Fund Select Shares Mutual Fund
SWAGX × 		−14.83%
−1.73%/yr 		−2.80%/yr
(R2=0.519)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Thu 2026-05-14 Start
Value 		End
Value
SWPPX × 		$10,000.00
2017-02-23 		$26,893.55
2026-05-14
Schwab S&P 500 Index Fund Mutual Fund
SWTSX × 		$10,000.00
2017-02-23 		$25,402.75
2026-05-14
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX × 		$10,000.00
2017-02-23 		$16,421.18
2026-05-14
Schwab International Index Fund Select Shares Mutual Fund
SWAGX × 		$10,000.00
2017-02-23 		$8,517.46
2026-05-14
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWPPX SWTSX SWISX SWAGX
2026 (YTD) +6.86% +6.89% +4.85% −3.02%
2025 +14.80% +14.00% +28.16% +4.31%
2024 +21.46% +20.38% +0.64% −1.46%
2023 +22.17% +21.97% +14.30% +2.04%
2022 −23.11% −24.43% −19.50% −18.34%
2021 +20.21% +17.39% +3.94% −8.26%
2020 +16.79% +19.09% +6.68% +5.95%
2019 +28.52% +27.97% +19.15% +6.21%
2018 −6.26% −7.12% −15.00% −1.98%
2017 +19.28% +18.57% +22.72% +1.34%
2016 +9.55% +10.31% −0.98% —
2015 +0.57% −0.30% −1.58% —
2014 +12.70% +11.53% −6.41% —
2013 +30.31% +31.38% +19.82% —
2012 +13.92% +14.30% +16.89% —
2011 −0.92% −1.65% −14.35% —
2010 +13.28% +15.51% +5.05% —
2009 +22.92% +24.91% +25.77% —
2008 −36.76% −36.62% −41.87% —
2007 +1.31% +1.23% +8.81% —
2006 +12.83% +12.69% +21.94% —
2005 +1.31% +2.69% +16.64% —
2004 +7.21% +8.93% +14.60% —
2003 +26.10% +28.57% +34.00% —
2002 −23.99% −22.28% −17.59% —
2001 −13.38% −12.44% −23.90% —
2000 −12.17% −13.45% −20.23% —
1999 +27.30% +7.36% +30.31% —
1998 +26.22% — +14.12% —
1997 +15.48% — −8.26% —

Drawdowns

Thu 2017-02-23? to Thu 2026-05-14 Current
Drawdown 		Worst
Drawdown
SWPPX × 		0.00% −33.75%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWTSX × 		0.00% −34.96%
2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX × 		−3.98% −36.55%
2020-03-23
Schwab International Index Fund Select Shares Mutual Fund
SWAGX × 		−24.48% −30.89%
2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund

Rolling Returns

Period ending Thu 2026-05-14 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SWPPX × 		+24.01% +37.89%
+17.44%/yr 		+72.35%
+19.85%/yr 		+54.97%
+9.16%/yr 		+210.65%
+12.00%/yr
Schwab S&P 500 Index Fund Mutual Fund
SWTSX × 		+23.64% +36.63%
+16.90%/yr 		+70.70%
+19.47%/yr 		+46.96%
+8.01%/yr 		+196.22%
+11.47%/yr
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX × 		+20.09% +28.90%
+13.54%/yr 		+42.54%
+12.51%/yr 		+22.65%
+4.17%/yr 		+77.56%
+5.91%/yr
Schwab International Index Fund Select Shares Mutual Fund
SWAGX × 		+1.67% +3.71%
+1.84%/yr 		+0.76%
+0.25%/yr 		−19.22%
−4.18%/yr 		—
Schwab US Aggregate Bond Index Fund Mutual Fund