All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SWSSX real return snapshot: after CPI-U inflation, SWSSX returned +9.99% over the past year and +9.44% YTD, with dividends reinvested. Since Jul. 3, 1997, SWSSX is up +739.68% in real purchasing-power return, or +7.52%/yr, and is currently −9.30% below its real total-return high on Aug. 14, 2026.
Data ending Mon Nov. 2, 2026
| Thu 1997-07-03💬 to Mon 2026-11-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWSSX × |
+739.68%
+7.52%/yr |
+8.77%/yr
R2=0.899 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Thu 1997-07-03💬 to Mon 2026-11-02 |
Start
Value |
End
Value |
|---|---|---|
| SWSSX × |
$10,000.00
1997-07-03 |
$83,967.90
2026-11-02 |
| YTD | YoY | |
|---|---|---|
| SWSSX × | +9.44% | +9.99% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWSSX × |
−9.30%
on 2026-11-02 from 2026-08-14 peak |
−57.64%
on 2009-03-09 from 2007-12-26 peak |
| Period ending Mon 2026-11-02 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWSSX × | +9.99% |
+21.75% +10.34%/yr |
+55.27% +15.80%/yr |
+13.25% +2.52%/yr |
+168.67% +10.39%/yr |
| Year | SWSSX |
|---|---|
| 2026 (YTD) | +9.44% |
| 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% |
