Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SWTSX (SCHWAB TOTAL STOCK MARKET INDEX FUND SELECT SHARES) | 9.09% | 24.76% | 21.09% | 12.12% | 14.58% | 13.90% | 11.14% | … | … |
Data as of 06/08/2026, Common starting date is 05/28/1999
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SWTSX (SCHWAB TOTAL STOCK MARKET INDEX FUND SELECT SHARES) | 05/28/1999 | 06/08/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.40 | 24.76 | 21.09 | 12.12 | 14.58 | 13.90 | 11.14 | … | … | 9.09 | 17.04 | 23.84 | 26.05 | -19.54 | 25.28 | 20.71 | 30.90 | -5.35 | 20.80 | 12.58 | 0.41 | 12.39 | 33.36 | 16.30 | 1.32 | 17.23 | 28.29 | -36.58 | 5.41 | 15.53 | 6.22 | 12.48 | 30.97 | -20.42 | -11.09 | -10.49 | 16.13 |
| Sharpe Ratio | NA | 1.84 | 1.18 | 0.55 | 0.70 | NA | NA | … | … | 1.33 | 0.75 | 1.55 | 1.65 | -0.84 | 1.84 | 0.58 | 2.32 | -0.40 | 2.84 | 0.91 | 0.02 | 1.06 | 2.94 | 1.26 | 0.05 | 0.92 | 1.02 | -0.93 | 0.14 | 1.16 | 0.38 | 1.02 | 1.86 | -0.87 | -0.63 | -0.61 | 1.54 |
| Standard Deviation(%) | NA | 12.60 | 15.27 | 17.43 | 18.54 | NA | NA | … | … | 14.28 | 19.04 | 13.05 | 13.68 | 24.94 | 13.75 | 35.32 | 12.69 | 16.96 | 7.12 | 13.58 | 15.31 | 11.68 | 11.34 | 13.02 | 24.25 | 18.72 | 27.53 | 40.21 | 15.79 | 10.49 | 10.49 | 11.30 | 16.28 | 24.67 | 21.93 | 23.97 | 16.23 |
| Draw Down(%) | NA | 8.88 | 19.43 | 25.40 | 35.01 | NA | NA | … | … | 8.88 | 19.43 | 8.60 | 10.83 | 25.40 | 5.24 | 35.01 | 6.80 | 20.27 | 2.77 | 11.30 | 12.06 | 7.52 | 5.65 | 9.84 | 20.11 | 15.86 | 26.74 | 47.88 | 9.75 | 8.16 | 6.88 | 8.09 | 13.05 | 31.79 | 29.36 | 20.42 | 11.53 |
| Yield(%) | 0.00 | 0.18 | 1.16 | 1.21 | 2.52 | 3.70 | 3.40 | … | … | 0.00 | 0.18 | 1.52 | 1.75 | 1.27 | 1.47 | 1.92 | 2.47 | 2.36 | 1.89 | 2.60 | 2.73 | 2.47 | 2.48 | 2.37 | 1.83 | 1.96 | 2.00 | 1.49 | 1.77 | 1.48 | 1.40 | 1.51 | 1.27 | 1.03 | 0.91 | 0.80 | 0.51 |
Data as of 06/08/2026, Common starting date is 05/28/1999
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWTSX (SCHWAB TOTAL STOCK MARKET INDEX FUND SELECT SHARES) |
-15.99%
Mar 2000 – Mar 2003 |
-5.95%
Feb 2004 – Feb 2009 |
-1.26%
Jun 1999 – Jun 2009 |
4.37%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SWTSX (SCHWAB TOTAL STOCK MARKET INDEX FUND SELECT SHARES) |
26.37%
Feb 2009 – Feb 2012 |
23.74%
Feb 2009 – Feb 2014 |
16.67%
Feb 2009 – Feb 2019 |
15.68%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart