SWTSX,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Fri 2025-06-20	YTD Return	TRR Price
SWTSX ×	−0.32% 2025-06-20	3.602 TRR 2025-06-20
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	−3.30% 2025-06-20	3.439 TRR 2025-06-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Fri 2025-06-20	Overall Return	Exponential Trendline
SWTSX ×	+304.58% +10.77%/yr	+9.57%/yr (R2=0.940)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	+243.89% +9.46%/yr	+9.53%/yr (R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-06-20	Start Value	End Value
SWTSX ×	$10,000.00 2011-10-20	$40,457.83 2025-06-20
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	$10,000.00 2011-10-20	$34,389.49 2025-06-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SWTSX	SCHD
2025 (YTD)	−0.32%	−3.30%
2024	+20.38%	+8.53%
2023	+21.97%	+1.15%
2022	−24.43%	−9.14%
2021	+17.04%	+21.35%
2020	+19.10%	+13.48%
2019	+27.64%	+24.46%
2018	−7.60%	−7.34%
2017	+18.30%	+18.33%
2016	+9.77%	+14.10%
2015	−1.14%	−1.00%
2014	+10.87%	+10.79%
2013	+30.78%	+30.95%
2012	+14.29%	+9.49%
2011	−1.62%	+5.73%
2010	+15.49%	—
2009	+24.90%	—
2008	−36.61%	—
2007	+1.01%	—
2006	+12.70%	—
2005	+2.66%	—
2004	+8.93%	—
2003	+28.55%	—
2002	−22.24%	—
2001	−12.47%	—
2000	−13.42%	—
1999	+7.33%	—

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Drawdowns

Thu 2011-10-20? to Fri 2025-06-20	Current Drawdown	Worst Drawdown
SWTSX ×	−4.25%	−34.97% 2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SCHD ×	−9.74%	−33.53% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund