SWTSX
Schwab Total Stock Market Index Fund
Mutual fund
$18.68+0.09 (+0.48%)Close Sep 25, 2026
SWTSX returned 8.86% a year from May 1999 to Sep 2026, turning $10,000 into $101,682. It fell 54.60% from Oct 2007 to Mar 2009, and it took 4.4 years to get back to its high.
May 28, 1999 – Sep 25, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $101,682 | 8.86% | −54.60% | 0.54 |
| $10,000 became | $101,682 |
|---|---|
| CAGR | 8.86% |
| Max drawdown | −54.60% |
| Sharpe ratio | 0.54 |
Loading the growth chart…
Growth of $10,000
- SWTSX
Trailing returns
| Period | SWTSX |
|---|---|
| 1M | +0.48% |
| 3M | +4.65% |
| 6M | +17.56% |
| YTD | +13.97% |
| 1Y | +18.10% |
| 3Y | +22.45% |
| 5Y | +12.09% |
| 10Y | +14.80% |
| 15Y | +15.22% |
| 20Y | +11.13% |
| 25Y | +10.70% |
| Since 1999 | +8.86% |
Metrics
| Return | SWTSX |
|---|---|
| Final balance | $101,682 |
| Total return | 916.82% |
| CAGR | 8.86% |
| Calendar years | SWTSX |
| Best year | 33.36% |
| Worst year | −36.56% |
| Positive years | 20 of 26 |
| Risk | SWTSX |
| Max drawdown | −54.60% |
| Longest drawdown | 6.5 years |
| Volatility (annualized) | 19.35% |
| Risk-adjusted | SWTSX |
| Sharpe ratio | 0.54 |
| Sortino ratio | 0.76 |
| Calmar ratio | 0.16 |
| Return | SWTSX |
|---|---|
| Final balance | $101,682 |
| Total return | 916.82% |
| CAGR | 8.86% |
| Calendar years | SWTSX |
| Best year | 33.36% |
| Worst year | −36.56% |
| Positive years | 20 of 26 |
| Risk | SWTSX |
|---|---|
| Max drawdown | −54.60% |
| Longest drawdown | 6.5 years |
| Volatility (annualized) | 19.35% |
| Risk-adjusted | SWTSX |
| Sharpe ratio | 0.54 |
| Sortino ratio | 0.76 |
| Calmar ratio | 0.16 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −54.6% | Oct 2007 | Mar 2009 | Feb 2012 |
| −47.8% | Mar 2000 | Oct 2002 | Sep 2006 |
| −35.0% | Feb 2020 | Mar 2020 | Aug 2020 |
| −25.4% | Jan 2022 | Oct 2022 | Dec 2023 |
| −20.3% | Sep 2018 | Dec 2018 | Apr 2019 |
Annual returns
| Year | SWTSX |
|---|---|
| 1999from May 28 | +16.14% |
| 2000 | −10.51% |
| 2001 | −11.08% |
| 2002 | −20.43% |
| 2003 | +30.98% |
| 2004 | +12.48% |
| 2005 | +6.22% |
| 2006 | +15.53% |
| 2007 | +5.36% |
| 2008 | −36.56% |
| 2009 | +28.30% |
| 2010 | +17.24% |
| 2011 | +1.28% |
| 2012 | +16.29% |
| 2013 | +33.36% |
| 2014 | +12.38% |
| 2015 | +0.43% |
| 2016 | +12.59% |
| 2017 | +21.08% |
| 2018 | −5.35% |
| 2019 | +30.90% |
| 2020 | +20.71% |
| 2021 | +25.65% |
| 2022 | −19.54% |
| 2023 | +26.05% |
| 2024 | +23.84% |
| 2025 | +17.05% |
| 2026to Sep 25 | +13.97% |