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 Tue 2025-05-27 YTD
Return
TRR
Price
SWTSX
×
−1.04%
2025-05-27
3.576 TRR
2025-05-27
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
VOO
×
−0.61%
2025-05-27
4.793 TRR
2025-05-27
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
−1.07%
2025-05-27
4.293 TRR
2025-05-27
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPLG
×
−0.63%
2025-05-27
4.331 TRR
2025-05-27
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPY
×
−0.64%
2025-05-27
10.72 TRR
2025-05-27
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHX
×
−0.55%
2025-05-27
6.364 TRR
2025-05-27
Schwab U.S. Large-Cap ETF Exchange-Traded Fund

Returns

Thu 2010-09-09? to Tue 2025-05-27 Overall
Return
Exponential
Trendline
SWTSX
×
+335.98%
+10.53%/yr
+9.79%/yr
(R2=0.949)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
VOO
×
+379.35%
+11.24%/yr
+10.64%/yr
(R2=0.963)
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
+356.31%
+10.87%/yr
+10.22%/yr
(R2=0.952)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPLG
×
+375.84%
+11.18%/yr
+10.59%/yr
(R2=0.962)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPY
×
+374.29%
+11.16%/yr
+10.57%/yr
(R2=0.962)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHX
×
+494.66%
+12.88%/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 Tue 2025-05-27 Start
Value
End
Value
SWTSX
×
$10,000.00
2010-09-09
$43,598.25
2025-05-27
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
VOO
×
$10,000.00
2010-09-09
$47,934.72
2025-05-27
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
$10,000.00
2010-09-09
$45,631.37
2025-05-27
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPLG
×
$10,000.00
2010-09-09
$47,583.85
2025-05-27
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPY
×
$10,000.00
2010-09-09
$47,428.59
2025-05-27
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHX
×
$10,000.00
2010-09-09
$59,466.33
2025-05-27
Schwab U.S. Large-Cap ETF Exchange-Traded Fund

Annual Returns

Year SWTSX VOO VTI SPLG SPY SCHX
2025 (YTD) −1.04% −0.61% −1.07% −0.63% −0.64% −0.55%
2024 +20.38% +21.48% +20.35% +21.48% +21.39% +22.94%
2023 +21.96% +22.23% +21.96% +22.17% +22.09% +25.59%
2022 −24.43% −23.14% −24.41% −23.07% −23.14% −24.33%
2021 +17.04% +20.33% +17.42% +20.32% +20.26% +19.31%
2020 +19.08% +16.73% +19.45% +16.89% +16.74% +19.21%
2019 +27.67% +28.43% +27.74% +29.06% +28.29% +31.72%
2018 −7.61% −6.29% −7.00% −6.59% −6.36% −5.29%
2017 +18.31% +19.25% +18.70% +18.80% +19.19% +20.57%
2016 +9.77% +9.89% +10.52% +9.54% +9.73% +13.00%
2015 −1.14% +0.59% −0.37% +0.43% +0.50% +2.30%
2014 +10.86% +12.71% +11.70% +12.81% +12.61% +14.61%
2013 +30.80% +30.43% +31.47% +31.21% +30.35% +32.77%
2012 +14.31% +14.01% +14.46% +13.21% +14.01% +16.86%
2011 −1.66% −1.03% −1.94% −1.26% −1.04% +0.44%
2010 +15.52% +14.34% +15.69% +14.22% +13.35% +15.41%
2009 +24.89% +25.49% +23.88% +23.00% +7.45%
2008 −36.61% −37.04% −36.98% −36.85%
2007 +0.98% +1.23% +1.57% +1.01%
2006 +12.72% +12.84% +11.75% +13.00%
2005 +2.67% +2.79% +2.87% +1.35%
2004 +8.94% +9.23% +7.21%
2003 +28.54% +28.33% +25.82%
2002 −22.27% −22.33% −23.41%
2001 −12.41% −6.76% −13.10%
2000 −13.45% −12.70%
1999 +7.34% +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.57%
1995 +34.64%
1994 −2.22%
1993 +6.28%

Drawdowns

Thu 2010-09-09? to Tue 2025-05-27 Current
Drawdown
Worst
Drawdown
SWTSX
×
−4.95% −34.97%
2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
VOO
×
−4.09% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
−4.93% −34.96%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPLG
×
−4.08% −33.83%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SPY
×
−4.08% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHX
×
−4.26% −34.30%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund