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