All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 1997-07-03? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SWSSX × |
−2.60%
2025-07-15 |
1.569 TRR
2025-07-15 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Thu 1997-07-03? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWSSX × |
+56.85%
+1.62%/yr |
+1.84%/yr
(R2=0.396) |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Thu 1997-07-03? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWSSX × |
$10,000.00
1997-07-03 |
$15,685.32
2025-07-15 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Year | SWSSX |
---|---|
2025 (YTD) | −2.60% |
2024 | +8.46% |
2023 | +13.28% |
2022 | −25.28% |
2021 | −0.52% |
2020 | +16.85% |
2019 | +17.30% |
2018 | −20.03% |
2017 | +8.08% |
2016 | +15.77% |
2015 | −10.02% |
2014 | −1.73% |
2013 | +30.19% |
2012 | +11.73% |
2011 | −11.02% |
2010 | +25.14% |
2009 | +32.10% |
2008 | −35.05% |
2007 | −18.42% |
2006 | +0.90% |
2005 | +0.77% |
2004 | +12.90% |
2003 | +40.91% |
2002 | −24.16% |
2001 | −2.31% |
2000 | −11.84% |
1999 | +21.16% |
1998 | −10.09% |
1997 | +11.41% |
Thu 1997-07-03? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWSSX × | −24.71% |
−68.94%
2009-03-09 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||