SWSSX Stock Chart (Dividends Reinvested, Inflation Adjusted)

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

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

SWSSX real return snapshot: after CPI-U inflation, SWSSX returned +30.31% over the past year and +12.51% YTD, with dividends reinvested. Since Jul. 3, 1997, SWSSX is up +763.23% in real purchasing-power return, or +7.73%/yr, and is currently −2.44% below its real total-return high on May 28, 2026.

Dividends Reinvested:

Thu 1997-07-03^💬 to Tue 2026-06-09	YTD Return	1 Year Return
SWSSX ^×	+12.51% 2026-06-09	+30.31% 2026-06-09
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Returns

Thu 1997-07-03^💬 to Tue 2026-06-09	Overall Return	Exponential Trendline
SWSSX ^×	+763.23% +7.73%/yr	+8.70%/yr (R²=0.894)
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Growth of $10,000

Thu 1997-07-03^💬 to Tue 2026-06-09	Start Value	End Value
SWSSX ^×	$10,000.00 1997-07-03	$86,323.46 2026-06-09
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Annual Returns

Year	SWSSX
2026 (YTD)	+12.51%
2025	+9.94%
2024	+8.44%
2023	+13.28%
2022	−25.26%
2021	+16.30%
2020	+20.23%
2019	+28.87%
2018	−4.26%
2017	+17.03%
2016	+22.20%
2015	+0.45%
2014	+10.86%
2013	+43.77%
2012	+17.27%
2011	+0.39%
2010	+25.82%
2009	+32.10%
2008	−35.03%
2007	+16.56%
2006	+0.90%
2005	+2.05%
2004	+12.90%
2003	+40.95%
2002	−24.17%
2001	−2.29%
2000	−11.87%
1999	+21.19%
1998	−10.09%
1997	+11.41%

Drawdowns

Thu 1997-07-03^💬 to Tue 2026-06-09	Current Drawdown	Worst Drawdown
SWSSX ^×	−2.44% from 2026-05-28 peak	−57.64% 2009-03-09 from 2007-12-26 peak
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Rolling Returns

Period ending Tue 2026-06-09	1 Year	2 Years	3 Years	5 Years	10 Years
SWSSX ^×	+30.31%	+36.54% +16.85%/yr	+46.05% +13.46%/yr	+15.73% +2.97%/yr	+172.07% +10.53%/yr
Schwab Small-Cap Index Fund Select Shares Mutual Fund