All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2017-02-23? to Wed 2025-10-29 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+12.88%
2025-10-29 |
9.68 TRR
2025-10-29 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
+23.76%
2025-10-29 |
2.152 TRR
2025-10-29 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+3.22%
2025-10-29 |
0.8698 TRR
2025-10-29 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Wed 2025-10-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
+188.86%
+13.00%/yr |
+11.01%/yr
(R2=0.850) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
+51.18%
+4.88%/yr |
+2.14%/yr
(R2=0.253) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
−13.02%
−1.59%/yr |
−2.99%/yr
(R2=0.514) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Wed 2025-10-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWTSX × |
$10,000.00
2017-02-23 |
$28,886.19
2025-10-29 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
$10,000.00
2017-02-23 |
$15,117.86
2025-10-29 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
$10,000.00
2017-02-23 |
$8,698.28
2025-10-29 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWTSX | SWISX | SWAGX |
|---|---|---|---|
| 2025 (YTD) | +12.88% | +23.76% | +3.22% |
| 2024 | +20.36% | +0.60% | −1.46% |
| 2023 | +21.95% | +14.30% | +2.05% |
| 2022 | −24.41% | −19.49% | −18.34% |
| 2021 | +16.98% | +3.96% | −8.31% |
| 2020 | +19.14% | +6.69% | +5.99% |
| 2019 | +42.04% | +19.15% | +6.17% |
| 2018 | −7.62% | −15.02% | −1.98% |
| 2017 | +30.91% | +22.70% | +1.34% |
| 2016 | +9.79% | −0.98% | — |
| 2015 | −1.15% | −1.55% | — |
| 2014 | +23.57% | −6.44% | — |
| 2013 | +44.28% | +19.86% | — |
| 2012 | +14.33% | +16.84% | — |
| 2011 | +10.69% | −14.31% | — |
| 2010 | +15.48% | +5.03% | — |
| 2009 | +24.94% | +25.79% | — |
| 2008 | −25.76% | −41.89% | — |
| 2007 | +0.96% | +8.80% | — |
| 2006 | +12.70% | +21.96% | — |
| 2005 | +11.37% | +16.65% | — |
| 2004 | +8.96% | +14.60% | — |
| 2003 | +28.54% | +33.97% | — |
| 2002 | −22.30% | −17.56% | — |
| 2001 | −12.44% | −23.92% | — |
| 2000 | −8.58% | −20.23% | — |
| 1999 | +10.41% | +30.27% | — |
| 1998 | — | +14.15% | — |
| 1997 | — | −8.28% | — |
| Thu 2017-02-23? to Wed 2025-10-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWTSX × | −0.06% |
−34.97%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × | −0.96% |
−36.56%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × | −22.85% |
−30.89%
2023-10-19 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||