Nasdaq - Delayed Quote USD

Schwab Total Stock Market Index (SWTSX)

100.18
-0.36
(-0.36%)
At close: 5:34:56 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.40%
5y Average Return 17.00%
Number of Years Up 19
Number of Years Down 6
Best 1Y Total Return (May 16, 2025) 33.36%
Worst 1Y Total Return (May 16, 2025) --
Best 3Y Total Return 33.36%
Worst 3Y Total Return 6.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SWTSX
Category
YTD
-5.53%
5.31%
1-Month
-0.70%
-4.19%
3-Month
-8.34%
3.90%
1-Year
11.21%
20.31%
3-Year
11.30%
6.48%
5-Year
15.00%
11.78%
10-Year
11.56%
10.96%
Last Bull Market
21.40%
25.56%
Last Bear Market
-16.84%
-15.11%

Annual Total Return (%) History

Year
SWTSX
Category
2025
--
--
2024
23.85%
--
2023
26.04%
22.32%
2022
-19.53%
-16.96%
2021
25.63%
26.07%
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
--
20.16%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.86% -- -- --
2024 10.04% 3.24% 6.15% 2.69%
2023 7.24% 8.38% -3.30% 12.14%
2022 -5.40% -16.84% -4.56% 7.17%
2021 6.44% 8.28% -0.13% 9.15%
2020 -20.98% 22.07% 9.06% 14.75%
2019 14.04% 4.08% 1.12% 9.04%
2018 -0.59% 3.87% 7.09% -14.36%
2017 5.79% 3.00% 4.55% 6.27%
2016 0.91% 2.61% 4.41% 4.14%

2015 1.76% 0.08% -7.22% 6.27%
2014 1.93% 4.87% -0.08% 5.24%
2013 10.99% 2.83% 6.16% 10.07%
2012 12.73% -3.02% 6.19% 0.18%
2011 6.33% 0.08% -15.08% 12.11%
2010 6.03% -11.08% 11.55% 11.47%
2009 -10.29% 16.24% 16.12% 5.95%
2008 -9.42% -1.70% -8.04% -22.54%
2007 1.31% 6.03% 1.26% -3.09%
2006 5.19% -1.82% 4.48% 7.06%
2005 -2.26% 2.41% 3.77% 2.26%
2004 2.56% 1.33% -1.73% 10.14%
2003 -3.03% 16.00% 3.51% 12.49%
2002 1.11% -12.22% -16.54% 7.43%
2001 -12.58% 7.64% -15.85% 12.29%
2000 3.59% -4.38% 0.35% -9.95%
1999 -6.61% 18.20% -- --

Rank in Category (By Total Return)

YTD 67
1-Month 47
3-Month 65
1-Year 38
3-Year 45
5-Year 44

Load Adjusted Returns

1-Year 11.21%
3-Year 11.30%
5-Year 15.00%
10-Year 11.56%

Performance & Risk

YTD Return 1.40%
5y Average Return 17.00%
Rank in Category (ytd) 67
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Schwab Funds
Net Assets 25.63B
YTD Return -5.53%
Yield 1.31%
Morningstar Rating
Inception Date Jun 01, 1999

Fund Summary

The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally gives the same weight to a given stock as the index does. The index is designed to measure all publicly traded stocks of companies headquartered in the United States for which pricing information is readily available – the index contains 4,113 stocks as of December 31, 2023. It is non-diversified.

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