All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SWTSX real return snapshot: after CPI-U inflation, SWTSX returned +15.22% over the past year and +8.88% YTD, with dividends reinvested. Since Jul. 12, 1999, SWTSX is up +366.29% in real purchasing-power return, or +5.84%/yr, and is currently −2.54% below its real total-return high on Aug. 13, 2026.
Data ending Tue Sep. 1, 2026
| Mon 1999-07-12💬 to Tue 2026-09-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+366.29%
+5.84%/yr |
+6.85%/yr
R2=0.842 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Mon 1999-07-12💬 to Tue 2026-09-01 |
Start
Value |
End
Value |
|---|---|---|
| SWTSX × |
$10,000.00
1999-07-12 |
$46,629.18
2026-09-01 |
| YTD | YoY | |
|---|---|---|
| SWTSX × | +8.88% | +15.22% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWTSX × |
−2.54%
on 2026-09-01 from 2026-08-13 peak |
−56.22%
on 2009-03-09 from 2000-03-24 peak |
| Period ending Tue 2026-09-01 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWTSX × | +15.22% |
+29.74% +13.90%/yr |
+59.20% +16.76%/yr |
+40.66% +7.06%/yr |
+182.32% +10.94%/yr |
| Year | SWTSX |
|---|---|
| 2026 (YTD) | +8.88% |
| 2025 | +14.00% |
| 2024 | +20.38% |
| 2023 | +21.97% |
| 2022 | −24.43% |
| 2021 | +17.39% |
| 2020 | +19.09% |
| 2019 | +27.97% |
| 2018 | −7.12% |
| 2017 | +18.57% |
| 2016 | +10.31% |
| 2015 | −0.30% |
| 2014 | +11.53% |
| 2013 | +31.38% |
| 2012 | +14.30% |
| 2011 | −1.65% |
| 2010 | +15.51% |
| 2009 | +24.91% |
| 2008 | −36.62% |
| 2007 | +1.23% |
| 2006 | +12.69% |
| 2005 | +2.69% |
| 2004 | +8.93% |
| 2003 | +28.57% |
| 2002 | −22.28% |
| 2001 | −12.44% |
| 2000 | −13.45% |
| 1999 | +7.36% |
