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

Total Real Returns

SWSSX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 1997-07-03? to Thu 2025-05-01 YTD
Return
TRR
Price
SWSSX
×
−12.36%
2025-05-01
1.411 TRR
2025-05-01
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Returns

Thu 1997-07-03? to Thu 2025-05-01 Overall
Return
Exponential
Trendline
SWSSX
×
+41.12%
+1.25%/yr
+1.85%/yr
(R2=0.393)
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Growth of $10,000

Thu 1997-07-03? to Thu 2025-05-01 Start
Value
End
Value
SWSSX
×
$10,000.00
1997-07-03
$14,111.90
2025-05-01
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Annual Returns

Year SWSSX
2025 (YTD) −12.36%
2024 +8.47%
2023 +13.25%
2022 −25.25%
2021 −0.55%
2020 +16.86%
2019 +17.29%
2018 −20.02%
2017 +8.09%
2016 +15.75%
2015 −10.01%
2014 −1.74%
2013 +30.18%
2012 +11.73%
2011 −11.03%
2010 +25.12%
2009 +32.16%
2008 −35.06%
2007 −18.42%
2006 +0.91%
2005 +0.74%
2004 +12.92%
2003 +40.95%
2002 −24.17%
2001 −2.28%
2000 −11.86%
1999 +21.20%
1998 −10.12%
1997 +11.41%

Drawdowns

Thu 1997-07-03? to Thu 2025-05-01 Current
Drawdown
Worst
Drawdown
SWSSX
×
−32.25% −68.95%
2009-03-09
Schwab Small-Cap Index Fund Select Shares Mutual Fund