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Schwab Total Stock Market Index (SWTSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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88.98+0.84 (+0.95%)
At close: 08:06AM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.89%
5-Year Average Return14.43%
Number of Years Up18
Number of Years Down6
Best 1 Yr Total Return (Mar 26, 2024)33.36%
Worst 1 Yr Total Return (Mar 26, 2024)N/A
Best 3-Yr Total Return33.36%
Worst 3-Yr Total Return6.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSWTSXCategory
YTD6.61%14.84%
1-Month5.44%1.65%
3-Month12.30%7.55%
1-Year28.59%40.47%
3-Year9.71%16.77%
5-Year13.80%16.15%
10-Year11.92%13.21%
Last Bull Market41.37%24.09%
Last Bear Market-16.84%-17.61%

Annual Total Return (%) History

Year
SWTSXCategory
2023
26.04%N/A
2022
-19.53%N/A
2021
25.63%N/A
2020
20.71%15.83%
2019
30.88%28.78%
2018
-5.30%-6.27%
2017
21.06%20.44%
2016
12.58%10.37%
2015
0.41%-1.07%
2014
12.39%10.96%
2013
33.36%31.50%
2012
16.30%14.96%
2011
1.32%-1.27%
2010
17.23%14.01%
2009
28.29%28.17%
2008
-36.58%-37.79%
2007
5.41%6.16%
2006
15.53%14.17%
2005
6.22%5.88%
2004
12.48%10.02%
2003
30.97%27.05%
2002
-20.42%-22.25%
2001
-11.09%-13.50%
2000
-10.49%-6.31%
1999
N/A20.16%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.24%8.38%-3.30%12.14%
2022-5.40%-16.84%-4.56%7.17%
20216.44%8.28%-0.13%9.15%
2020-20.98%22.07%9.06%14.75%
201914.04%4.08%1.12%9.04%
2018-0.59%3.87%7.09%-14.36%
20175.79%3.00%4.55%6.27%
20160.91%2.61%4.41%4.14%
20151.76%0.08%-7.22%6.27%
20141.93%4.87%-0.08%5.24%
201310.99%2.83%6.16%10.07%
201212.73%-3.02%6.19%0.18%
20116.33%0.08%-15.08%12.11%
20106.03%-11.08%11.55%11.47%
2009-10.29%16.24%16.12%5.95%
2008-9.42%-1.70%-8.04%-22.54%
20071.31%6.03%1.26%-3.09%
20065.19%-1.82%4.48%7.06%
2005-2.26%2.41%3.77%2.26%
20042.56%1.33%-1.73%10.14%
2003-3.03%16.00%3.51%12.49%
20021.11%-12.22%-16.54%7.43%
2001-12.58%7.64%-15.85%12.29%
20003.59%-4.38%0.35%-9.95%
1999-6.61%18.20%N/AN/A

Rank In Category (By Total Return)

YTD54
1-Month31
3-Month34
1-Year45
3-Year70
5-Year46

Load Adjusted Returns

1-Year28.59%
3-Year9.71%
5-Year13.80%
10-Year11.92%