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

Thu 2017-02-23? to Fri 2025-05-02	YTD Return	TRR Price
SWSSX ×	−10.34% 2025-05-02	1.444 TRR 2025-05-02
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	+0.72% 2025-05-02	0.847 TRR 2025-05-02
Schwab US Aggregate Bond Index Fund Mutual Fund

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Returns

Thu 2017-02-23? to Fri 2025-05-02	Overall Return	Exponential Trendline
SWSSX ×	−4.91% −0.61%/yr	−0.86%/yr (R2=0.024)
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	−15.30% −2.01%/yr	−3.11%/yr (R2=0.493)
Schwab US Aggregate Bond Index Fund Mutual Fund

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Growth of $10,000

Thu 2017-02-23? to Fri 2025-05-02	Start Value	End Value
SWSSX ×	$10,000.00 2017-02-23	$9,508.63 2025-05-02
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	$10,000.00 2017-02-23	$8,470.36 2025-05-02
Schwab US Aggregate Bond Index Fund Mutual Fund

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Annual Returns

Year	SWSSX	SWAGX
2025 (YTD)	−10.34%	+0.72%
2024	+8.43%	−1.46%
2023	+13.28%	+2.03%
2022	−25.25%	−18.31%
2021	−0.55%	−8.30%
2020	+16.83%	+5.80%
2019	+17.33%	+6.26%
2018	−20.04%	−1.98%
2017	+8.08%	+1.34%
2016	+15.79%	—
2015	−10.01%	—
2014	−1.74%	—
2013	+30.18%	—
2012	+11.73%	—
2011	−11.03%	—
2010	+25.12%	—
2009	+32.07%	—
2008	−35.02%	—
2007	−18.42%	—
2006	+0.91%	—
2005	+0.74%	—
2004	+12.92%	—
2003	+40.95%	—
2002	−24.17%	—
2001	−2.28%	—
2000	−11.89%	—
1999	+21.19%	—
1998	−10.08%	—
1997	+11.41%	—

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Drawdowns

Thu 2017-02-23? to Fri 2025-05-02	Current Drawdown	Worst Drawdown
SWSSX ×	−30.70%	−50.22% 2020-03-18
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	−24.92%	−30.99% 2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund