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)

SWSSX real return snapshot: after CPI-U inflation, SWSSX returned +31.72% over the past year and +11.24% YTD, with dividends reinvested. Since Jul. 3, 1997, SWSSX is up +753.50% in real purchasing-power return, or +7.70%/yr, and is currently −3.54% below its real total-return high on May 28, 2026.

Thu 1997-07-03💬 to Fri 2026-06-05 YTD
Return 		1 Year
Return
SWSSX × 		+11.24%
2026-06-05 		+31.72%
2026-06-05
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Returns

Thu 1997-07-03💬 to Fri 2026-06-05 Overall
Return 		Exponential
Trendline
SWSSX × 		+753.50%
+7.70%/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 Fri 2026-06-05 Start
Value 		End
Value
SWSSX × 		$10,000.00
1997-07-03 		$85,350.18
2026-06-05
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Annual Returns

Year SWSSX
2026 (YTD) +11.24%
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 Fri 2026-06-05 Current
Drawdown 		Worst
Drawdown
SWSSX × 		−3.54%
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 Fri 2026-06-05 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SWSSX × 		+31.72% +32.61%
+15.16%/yr 		+49.10%
+14.24%/yr 		+16.30%
+3.07%/yr 		+172.83%
+10.56%/yr
Schwab Small-Cap Index Fund Select Shares Mutual Fund