SCHD,SWPPX: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2025-08-29	YTD Return	TR Price
SCHD ×	+4.13% 2025-08-29	5.158 TR 2025-08-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	+10.80% 2025-08-29	16670 TR 2025-08-29
Schwab S&P 500 Index Fund Mutual Fund

---

Returns

Thu 2011-10-20? to Fri 2025-08-29	Overall Return	Exponential Trendline
SCHD ×	+415.82% +12.57%/yr	+12.33%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	+4,990.08% +32.79%/yr	+28.76%/yr (R2=0.790)
Schwab S&P 500 Index Fund Mutual Fund

---

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-29	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$51,582.39 2025-08-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	$10,000.00 2011-10-20	$509,007.63 2025-08-29
Schwab S&P 500 Index Fund Mutual Fund

---

Annual Returns

Year	SCHD	SWPPX
2025 (YTD)	+4.13%	+10.80%
2024	+11.66%	+32.91%
2023	+4.54%	+163.92%
2022	−3.26%	+88.71%
2021	+29.87%	+121.39%
2020	+15.03%	+16.26%
2019	+27.29%	+28.92%
2018	−5.56%	−2.44%
2017	+20.85%	+19.67%
2016	+16.45%	+9.07%
2015	−0.30%	−1.88%
2014	+11.69%	+11.47%
2013	+32.88%	+30.01%
2012	+11.39%	+13.40%
2011	+5.31%	+0.00%
2010	—	+12.86%
2009	—	+153.65%
2008	—	−38.62%
2007	—	+3.60%
2006	—	+179.69%
2005	—	+2.99%
2004	—	+8.90%
2003	—	+151.72%
2002	—	+82.68%
2001	—	+47.67%
2000	—	+38.71%
1999	—	+100.00%
1998	—	+93.75%
1997	—	+60.00%

---

Drawdowns

Thu 2011-10-20? to Fri 2025-08-29	Current Drawdown	Worst Drawdown
SCHD ×	−2.76%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	−0.60%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund