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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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