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

Thu 2017-02-23? to Fri 2025-05-16	YTD Return	TRR Price
SWPPX ×	+0.05% 2025-05-16	5.346 TRR 2025-05-16
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	−0.34% 2025-05-16	3.601 TRR 2025-05-16
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX ×	+13.48% 2025-05-16	1.974 TRR 2025-05-16
Schwab International Index Fund Select Shares Mutual Fund
SWSSX ×	−6.36% 2025-05-16	1.507 TRR 2025-05-16
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	+0.06% 2025-05-16	0.8416 TRR 2025-05-16
Schwab US Aggregate Bond Index Fund Mutual Fund

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Returns

Thu 2017-02-23? to Fri 2025-05-16	Overall Return	Exponential Trendline
SWPPX ×	+118.24% +9.95%/yr	+9.16%/yr (R2=0.844)
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	+105.10% +9.13%/yr	+8.28%/yr (R2=0.791)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX ×	+38.68% +4.06%/yr	+1.57%/yr (R2=0.153)
Schwab International Index Fund Select Shares Mutual Fund
SWSSX ×	−0.70% −0.09%/yr	−0.87%/yr (R2=0.025)
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	−15.84% −2.07%/yr	−3.11%/yr (R2=0.496)
Schwab US Aggregate Bond Index Fund Mutual Fund

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Growth of $10,000

Thu 2017-02-23? to Fri 2025-05-16	Start Value	End Value
SWPPX ×	$10,000.00 2017-02-23	$21,823.79 2025-05-16
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	$10,000.00 2017-02-23	$20,510.31 2025-05-16
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX ×	$10,000.00 2017-02-23	$13,868.23 2025-05-16
Schwab International Index Fund Select Shares Mutual Fund
SWSSX ×	$10,000.00 2017-02-23	$9,929.95 2025-05-16
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	$10,000.00 2017-02-23	$8,416.03 2025-05-16
Schwab US Aggregate Bond Index Fund Mutual Fund

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Annual Returns

Year	SWPPX	SWTSX	SWISX	SWSSX	SWAGX
2025 (YTD)	+0.05%	−0.34%	+13.48%	−6.36%	+0.06%
2024	+21.46%	+20.38%	+0.61%	+8.45%	−1.46%
2023	+22.18%	+21.96%	+14.30%	+13.25%	+2.04%
2022	−23.12%	−24.43%	−19.48%	−25.27%	−18.37%
2021	+20.22%	+17.06%	+3.93%	−0.53%	−8.21%
2020	+16.80%	+19.08%	+6.70%	+16.82%	+5.79%
2019	+28.51%	+27.65%	+19.15%	+17.33%	+6.24%
2018	−6.69%	−7.60%	−15.01%	−20.03%	−1.98%
2017	+19.23%	+18.30%	+22.68%	+8.07%	+1.34%
2016	+8.94%	+9.77%	−0.93%	+15.79%	—
2015	−0.46%	−1.14%	−1.57%	−10.02%	—
2014	+12.71%	+10.87%	−6.43%	−1.74%	—
2013	+30.30%	+30.78%	+19.83%	+30.20%	—
2012	+13.94%	+14.32%	+16.87%	+11.75%	—
2011	−0.94%	−1.67%	−14.38%	−11.05%	—
2010	+13.31%	+15.53%	+5.10%	+25.12%	—
2009	+22.91%	+24.92%	+25.74%	+32.07%	—
2008	−36.75%	−36.63%	−41.86%	−35.03%	—
2007	+1.28%	+0.98%	+8.83%	−18.42%	—
2006	+12.86%	+12.73%	+21.89%	+0.91%	—
2005	+1.28%	+2.67%	+16.67%	+0.74%	—
2004	+7.20%	+8.95%	+14.64%	+12.93%	—
2003	+26.14%	+28.57%	+33.95%	+40.92%	—
2002	−24.00%	−22.29%	−17.57%	−24.16%	—
2001	−13.38%	−12.46%	−23.91%	−2.28%	—
2000	−12.15%	−13.42%	−20.23%	−11.87%	—
1999	+18.76%	+7.35%	+30.35%	+21.19%	—
1998	+26.26%	—	+14.10%	−10.10%	—
1997	+8.55%	—	−8.25%	+11.39%	—

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Drawdowns

Thu 2017-02-23? to Fri 2025-05-16	Current Drawdown	Worst Drawdown
SWPPX ×	−3.46%	−33.75% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	−4.28%	−34.96% 2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX ×	0.00%	−36.53% 2020-03-23
Schwab International Index Fund Select Shares Mutual Fund
SWSSX ×	−27.63%	−50.23% 2020-03-18
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	−25.38%	−30.96% 2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund