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

Total Real Returns

SWTSX,VOO,VTI,SPLG,SPY,SCHX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2010-09-09? to Wed 2025-05-28 YTD
Return
TRR
Price
SWTSX
×
−1.64%
2025-05-28
3.555 TRR
2025-05-28
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
VOO
×
−1.19%
2025-05-28
4.766 TRR
2025-05-28
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
−1.66%
2025-05-28
4.267 TRR
2025-05-28
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPLG
×
−1.21%
2025-05-28
4.307 TRR
2025-05-28
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPY
×
−1.22%
2025-05-28
10.66 TRR
2025-05-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHX
×
−1.15%
2025-05-28
6.326 TRR
2025-05-28
Schwab U.S. Large-Cap ETF Exchange-Traded Fund

Returns

Thu 2010-09-09? to Wed 2025-05-28 Overall
Return
Exponential
Trendline
SWTSX
×
+333.41%
+10.48%/yr
+9.79%/yr
(R2=0.949)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
VOO
×
+376.57%
+11.19%/yr
+10.64%/yr
(R2=0.963)
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
+353.56%
+10.82%/yr
+10.22%/yr
(R2=0.952)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPLG
×
+373.10%
+11.14%/yr
+10.59%/yr
(R2=0.962)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPY
×
+371.50%
+11.11%/yr
+10.57%/yr
(R2=0.962)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHX
×
+490.96%
+12.83%/yr
+12.24%/yr
(R2=0.964)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund

Growth of $10,000

Thu 2010-09-09? to Wed 2025-05-28 Start
Value
End
Value
SWTSX
×
$10,000.00
2010-09-09
$43,340.61
2025-05-28
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
VOO
×
$10,000.00
2010-09-09
$47,657.02
2025-05-28
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
$10,000.00
2010-09-09
$45,356.02
2025-05-28
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPLG
×
$10,000.00
2010-09-09
$47,310.06
2025-05-28
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPY
×
$10,000.00
2010-09-09
$47,150.42
2025-05-28
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHX
×
$10,000.00
2010-09-09
$59,095.53
2025-05-28
Schwab U.S. Large-Cap ETF Exchange-Traded Fund

Annual Returns

Year SWTSX VOO VTI SPLG SPY SCHX
2025 (YTD) −1.64% −1.19% −1.66% −1.21% −1.22% −1.15%
2024 +20.38% +21.47% +20.34% +21.50% +21.39% +22.87%
2023 +21.97% +22.23% +21.96% +22.17% +22.09% +25.66%
2022 −24.43% −23.14% −24.41% −23.07% −23.15% −24.33%
2021 +17.04% +20.33% +17.42% +20.30% +20.27% +19.31%
2020 +19.08% +16.73% +19.45% +16.92% +16.74% +19.12%
2019 +27.65% +28.43% +27.75% +29.02% +28.29% +31.81%
2018 −7.61% −6.29% −7.00% −6.56% −6.35% −5.29%
2017 +18.31% +19.25% +18.70% +18.80% +19.19% +20.55%
2016 +9.79% +9.90% +10.53% +9.54% +9.73% +13.01%
2015 −1.14% +0.59% −0.38% +0.40% +0.50% +2.30%
2014 +10.86% +12.71% +11.70% +12.85% +12.61% +14.59%
2013 +30.80% +30.43% +31.49% +31.21% +30.35% +32.79%
2012 +14.31% +14.02% +14.46% +13.21% +14.01% +16.86%
2011 −1.66% −1.04% −1.95% −1.26% −1.04% +0.42%
2010 +15.52% +14.34% +15.70% +14.22% +13.35% +15.44%
2009 +24.89% +25.49% +23.88% +23.01% +7.45%
2008 −36.61% −37.04% −36.98% −36.85%
2007 +0.98% +1.23% +1.57% +1.01%
2006 +12.72% +12.86% +11.75% +13.00%
2005 +2.67% +2.78% +2.87% +1.35%
2004 +8.94% +9.23% +7.21%
2003 +28.54% +28.35% +25.83%
2002 −22.27% −22.33% −23.41%
2001 −12.45% −6.77% −13.10%
2000 −13.44% −12.70%
1999 +7.38% +17.24%
1998 +26.66%
1997 +31.24%
1996 +18.55%
1995 +34.63%
1994 −2.22%
1993 +6.30%

Drawdowns

Thu 2010-09-09? to Wed 2025-05-28 Current
Drawdown
Worst
Drawdown
SWTSX
×
−5.52% −34.97%
2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
VOO
×
−4.64% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
−5.49% −34.95%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPLG
×
−4.64% −33.83%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPY
×
−4.64% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHX
×
−4.83% −34.29%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund