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

Total Real Returns

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

×
Thu 2009-12-31 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

Returns

Thu 2009-12-31 to Wed 2025-05-28 Overall
Return
Exponential
Trendline
SWTSX
×
+333.78%
+9.99%/yr
+9.95%/yr
(R2=0.956)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Growth of $10,000

Thu 2009-12-31 to Wed 2025-05-28 Start
Value
End
Value
SWTSX
×
$10,000.00
2009-12-31
$43,378.50
2025-05-28
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Annual Returns

Year SWTSX
2025 (YTD) −1.64%
2024 +20.38%
2023 +21.97%
2022 −24.43%
2021 +17.04%
2020 +19.08%
2019 +27.65%
2018 −7.61%
2017 +18.31%
2016 +9.79%
2015 −1.14%
2014 +10.86%
2013 +30.80%
2012 +14.31%
2011 −1.66%
2010 +15.52%
2009 +24.89%
2008 −36.61%
2007 +0.98%
2006 +12.72%
2005 +2.67%
2004 +8.94%
2003 +28.54%
2002 −22.27%
2001 −12.45%
2000 −13.44%
1999 +7.38%

Drawdowns

Thu 2009-12-31 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