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SWTSX · Schwab Total Stock Market Index Fund

Over the last 15 years (2011-09 to 2026-09), $10,000 invested in SWTSX with dividends reinvested grew to $61,164, 12.76% a year, with a worst peak-to-trough fall of -24.92%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-09 to 2026-09 · dividends reinvested

CAGR (annualized return)
12.76%
Volatility (annualized)
14.84%
Worst drawdown
-24.92%
Sharpe ratio
0.77

How SWTSX held up in past market crashes

SWTSX has been through 5 of the market crashes since 2000 in our data. Its deepest price fall was 56.4% in the 2008 financial crisis, when the S&P 500 fell 56.5%. It took 3.9 years from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of SWTSX in each market crash, next to the S&P 500
CrashSWTSX deepest fallS&P 500 (SPY)Peak to bottomBack to peak
Dot-com bust-48.8%-49.1%Mar 2000 to Oct 20024.2 years
2008 financial crisis-56.4%-56.5%Oct 2007 to Mar 20093.9 years
2018 fourth-quarter selloff-22.2%-20.2%Sep 2018 to Dec 20186 months
2020 COVID crash-35.0%-34.1%Feb 2020 to Mar 20205 months
2022 bear market-25.4%-25.4%Jan 2022 to Oct 202216 months

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About SWTSX

Schwab Total Stock Market Index Fund is a diversified mutual fund designed to track the total return of the entire U.S. equity market, as measured by the Dow Jones U.S. Total Stock Market Index. Its core objective is to offer investors broad exposure to large-, mid-, small-, and micro-cap stocks representing all major sectors of the U.S. economy. The fund employs a market-capitalization-weighted approach, ensuring that each company’s representation in the portfolio aligns with its overall size in the market. Key portfolio holdings include leading technology, consumer, healthcare, financial, and industrial firms, among them Apple, Microsoft, NVIDIA, Amazon, and Berkshire Hathaway. Notable features include a notably low expense ratio and minimal turnover, making it attractive for cost-conscious, long-term investors. The fund’s role in the financial market is to serve as a foundational investment vehicle for individuals and institutions seeking efficient, comprehensive U.S. stock market exposure through a single, passively managed product.

Put SWTSX to the test

Every tool below opens prefilled with SWTSX: free, no account needed.

Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.

SWTSX (Schwab Total Stock Market Index Fund): returns, risk & backtest · Informed Portfolio