All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2017-02-23? to Fri 2025-05-02 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SWTSX × |
−4.91%
2025-05-02 |
3.436 TRR
2025-05-02 |
||||
Schwab Total Stock Market 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 | ||||||
Thu 2017-02-23? to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWTSX × |
+95.68%
+8.55%/yr |
+8.28%/yr
(R2=0.788) |
||||
Schwab Total Stock Market 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 | ||||||
Thu 2017-02-23? to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWTSX × |
$10,000.00
2017-02-23 |
$19,568.42
2025-05-02 |
||||
Schwab Total Stock Market 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 | ||||||
Year | SWTSX | SWAGX |
---|---|---|
2025 (YTD) | −4.91% | +0.72% |
2024 | +20.38% | −1.46% |
2023 | +21.96% | +2.03% |
2022 | −24.43% | −18.31% |
2021 | +17.05% | −8.30% |
2020 | +19.07% | +5.80% |
2019 | +27.67% | +6.26% |
2018 | −7.61% | −1.98% |
2017 | +18.29% | +1.34% |
2016 | +9.80% | — |
2015 | −1.14% | — |
2014 | +10.86% | — |
2013 | +30.78% | — |
2012 | +14.31% | — |
2011 | −1.63% | — |
2010 | +15.47% | — |
2009 | +24.90% | — |
2008 | −36.61% | — |
2007 | +0.98% | — |
2006 | +12.72% | — |
2005 | +2.68% | — |
2004 | +8.92% | — |
2003 | +28.56% | — |
2002 | −22.25% | — |
2001 | −12.45% | — |
2000 | −13.45% | — |
1999 | +7.36% | — |
Thu 2017-02-23? to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWTSX × | −8.67% |
−34.96%
2020-03-23 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWAGX × | −24.92% |
−30.99%
2023-10-19 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||