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

Total Real Returns

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

Thu 2017-02-23? to Fri 2025-08-15 YTD
Return
TRR
Price
SWTSX
×
−84.67%
2025-08-15
0.5541 TRR
2025-08-15
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
+21.02%
2025-08-15
2.105 TRR
2025-08-15
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
+1.63%
2025-08-15
0.8554 TRR
2025-08-15
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Thu 2017-02-23? to Fri 2025-08-15 Overall
Return
Exponential
Trendline
SWTSX
×
−68.44%
−12.73%/yr
+8.33%/yr
(R2=0.779)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
+47.89%
+4.73%/yr
+1.87%/yr
(R2=0.206)
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
−14.46%
−1.83%/yr
−3.06%/yr
(R2=0.509)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Thu 2017-02-23? to Fri 2025-08-15 Start
Value
End
Value
SWTSX
×
$10,000.00
2017-02-23
$3,155.65
2025-08-15
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
$10,000.00
2017-02-23
$14,789.03
2025-08-15
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
$10,000.00
2017-02-23
$8,553.64
2025-08-15
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWTSX SWISX SWAGX
2025 (YTD) −84.67% +21.02% +1.63%
2024 +20.38% +0.65% −1.46%
2023 +21.96% +14.30% +2.04%
2022 −24.42% −19.50% −18.33%
2021 +17.04% +3.95% −8.31%
2020 +19.10% +6.69% +5.99%
2019 +27.65% +19.11% +6.17%
2018 −7.62% −14.99% −1.98%
2017 +18.32% +22.75% +1.34%
2016 +9.78% −0.98%
2015 −1.15% −1.61%
2014 +10.87% −6.38%
2013 +30.80% +19.81%
2012 +14.30% +16.89%
2011 −1.65% −14.35%
2010 +15.50% +5.00%
2009 +24.96% +25.80%
2008 −36.62% −41.85%
2007 +0.97% +8.82%
2006 +12.68% +21.93%
2005 +2.73% +16.62%
2004 +8.93% +14.61%
2003 +28.53% +33.99%
2002 −22.27% −17.59%
2001 −12.45% −23.88%
2000 −13.46% −20.25%
1999 +7.37% +30.34%
1998 +14.08%
1997 −8.26%

Drawdowns

Thu 2017-02-23? to Fri 2025-08-15 Current
Drawdown
Worst
Drawdown
SWTSX
×
−85.77% −85.77%
2025-08-15
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
0.00% −36.56%
2020-03-23
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
−24.13% −30.89%
2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund