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