All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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