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
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
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.
Related Tickers
BIPIX ProFunds Biotechnology UltraSector Fund
37.91
+3.18%
BIPSX ProFunds Biotechnology UltraSector Fund
19.71
+3.14%
USERX U.S. Global Investors Gold & Precious Metals Fund
16.27
+2.46%
FKRCX Franklin Gold and Precious Metals A
26.19
+2.18%
FRGOX Franklin Gold and Precious Metals C
22.52
+2.18%
FGADX Franklin Gold and Precious Metals Adv
28.77
+2.17%
FGPMX Franklin Gold and Precious Metals R6
29.25
+2.17%
INIIX VanEck International Investors Gold I
20.94
+2.05%
INIYX VanEck International Investors Gold Y
15.32
+2.00%
FIJYX Fidelity Advisor Biotechnology Z
28.11
+1.81%
FEGIX First Eagle Gold I
35.45
+1.72%
FEURX First Eagle Gold R6
35.56
+1.72%
APHIX Artisan International Fund
32.71
+1.18%
APDIX Artisan International Fund
32.34
+1.16%
ARTIX Artisan International Investor
32.51
+1.15%
FIQRX Fidelity Advisor Global Commodity Stk Z
18.73
+1.13%
BISAX Brandes International Small Cap Equity Fund
22.86
+1.11%
BISMX Brandes International Small Cap Equity Fund
23.03
+1.10%
BISRX Brandes International Small Cap Equity Fund
23.20
+1.09%
GIEYX GuideStone Funds International Eq Instl
15.98
+1.08%
BINCX Brandes International Small Cap Equity Fund
21.82
+1.07%
GIEZX GuideStone Funds International Eq Inv
15.93
+1.01%
AIONX AQR International Momentum Style N
17.08
+1.01%
PJHRX PGIM Jennison Health Sciences R
28.80
+0.98%
PHLQX PGIM Jennison Health Sciences R6
40.53
+0.97%
QIORX AQR International Momentum Style R6
16.66
+0.97%
PHLAX PGIM Jennison Health Sciences A
31.27
+0.97%
AIMOX AQR International Momentum Style I
16.72
+0.97%
PHSZX PGIM Jennison Health Sciences Z
40.11
+0.96%
JFNAX Janus Henderson Global Life Sciences Fund
63.11
+0.94%
JAGLX Janus Henderson Global Life Sciences T
64.30
+0.94%
NOINX Northern International Equity Index
16.10
+0.94%
FIDZX Fidelity Advisor Intl Cap App Z
36.53
0.00%
JFNSX Janus Henderson Global Life Sciences Fund
61.32
+0.94%
JFNNX Janus Henderson Global Life Sciences Fund Class N Shares
64.61
+0.94%
JNGLX Janus Henderson Global Life Sciences D
64.72
+0.94%
JFNIX Janus Henderson Global Life Sciences Fund
64.85
+0.93%
FIVFX Fidelity International Capital Apprec
31.44
0.00%
JFNCX Janus Henderson Global Life Sciences Fund
54.26
+0.93%
FIATX Fidelity Advisor Intl Cap App M
32.67
0.00%
FCPCX Fidelity Advisor Intl Cap App C
28.61
0.00%
FCPIX Fidelity Advisor Intl Cap App I
36.42
0.00%
SAHMX SA International Value
15.14
+0.80%
COBYX The Cook & Bynum
17.34
+0.87%
FMIYX FMI International Institutional
37.92
+0.85%
GDLFX Gotham Defensive Long 500 Institutional
19.34
+0.42%
QICLX AQR International Multi-Style I
15.66
+0.84%
FSPHX Fidelity Select Health Care
25.40
+0.83%
TEQAX Touchstone Non-US Equity A
28.58
+0.81%
UIIFX Victory International Fund
29.84
+0.81%
USIFX Victory International Fund
29.96
+0.81%
TIQIX Touchstone Non-US Equity Y
30.01
+0.81%
BHSRX BlackRock Health Sciences Opportunities Portfolio
58.78
+0.81%
TROCX Touchstone Non-US Equity I
30.04
+0.81%
SHISX BlackRock Health Sciences Opps Svc
61.39
+0.80%
TEQCX Touchstone Non-US Equity C
28.96
+0.80%
FMGIX Frontier MFG Core Infrastructure Instl
16.40
+0.80%
URITX Victory International Fund
30.32
+0.80%
SHSSX BlackRock Health Sciences Opps Instl
65.80
+0.80%
SHSKX BlackRock Health Sciences Opps K
65.94
+0.79%
SHSAX BlackRock Health Sciences Opps Inv A
61.04
+0.79%
SHSCX BlackRock Health Sciences Opps Inv C
48.72
+0.79%
FIAGX Fidelity Advisor International Growth A
21.89
0.00%
GMOIX GMO International Equity Fund
29.68
+0.78%
QICRX AQR International Multi-Style R6
15.63
+0.77%
QICNX AQR International Multi-Style N
15.68
+0.77%
TGVAX Thornburg International Equity A
29.28
+0.76%
TBWAX Thornburg Investment Trust - Thornburg Better World International Fund
20.01
+0.76%
GMCFX GMO International Equity Fund
29.63
+0.75%
FITGX Fidelity Advisor International Growth M
21.66
0.00%
SNTCX Steward International Enhanced Index I
24.46
+0.74%
SNTKX Steward International Enhanced Index A
24.57
+0.74%
PWJCX PGIM Jennison International Opps C
30.15
+0.74%
GLIFX Lazard Global Listed Infrastructure Portfolio
17.84
+0.73%
GLFOX Lazard Global Listed Infrastructure Portfolio
17.85
+0.73%
SNTFX Steward International Enhanced Index R6
19.25
+0.73%
TBWIX Thornburg Investment Trust - Thornburg Better World International Fund
20.63
+0.73%
THVRX Thornburg International Equity R4
28.92
+0.73%
THGCX Thornburg International Equity C
24.81
+0.73%
TGIRX Thornburg International Equity R6
30.43
+0.73%
TIVRX Thornburg International Equity R5
30.57
+0.72%
PWJAX PGIM Jennison International Opps A
33.37
+0.72%
TGVIX Thornburg International Equity I
30.61
+0.72%
TGVRX Thornburg International Equity R3
29.22
+0.72%
FOPIX Fidelity Advisor Intl Sm Cap Opps I
22.28
0.00%
FSCOX Fidelity International Small Cap Opp
22.32
0.00%
PWJZX PGIM Jennison International Opps Z
34.11
+0.71%
FOPTX Fidelity Advisor Intl Sm Cap Opps M
21.43
0.00%
ISCAX Federated Hermes Intl Small-Mid Co A
46.26
+0.70%
ISCIX Federated Hermes Intl Small-Mid Co IS
47.80
+0.70%
FCIHX NYLI PineStone International Equity Cl P
17.51
+0.69%
FCIUX NYLI PineStone International Equity Cl I
17.52
+0.69%
FCIWX NYLI PineStone International Eq Cl R6
17.59
+0.69%
WCMSX WCM International Small Cap Growth Instl
23.51
+0.69%
ISCCX Federated Hermes Intl Small-Mid Co C
31.19
+0.68%
RYCVX Rydex Dow 2x Strategy H
163.61
+0.68%
AIAFX abrdn Global Infrastructure A
25.39
+0.67%
RYLDX Rydex Dow 2x Strategy A
164.32
+0.67%
AIFRX abrdn Global Infrastructure Instl
25.48
+0.67%
HAONX Harbor International Core Investor
15.03
+0.67%