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

Thu 2011-10-20? to Fri 2025-04-25	YTD Return	TR Price
SCHD ×	−5.19% 2025-04-25	4.696 TR 2025-04-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	−5.68% 2025-04-25	9.929 TR 2025-04-25
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Fri 2025-04-25	Overall Return	Exponential Trendline
SCHD ×	+369.64% +12.13%/yr	+12.47%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	+469.32% +13.74%/yr	+13.09%/yr (R2=0.976)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-04-25	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$46,963.90 2025-04-25
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	$10,000.00 2011-10-20	$56,932.32 2025-04-25
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	SWPPX
2025 (YTD)	−5.19%	−5.68%
2024	+11.66%	+24.96%
2023	+4.54%	+26.26%
2022	−3.26%	−18.14%
2021	+29.87%	+28.67%
2020	+15.03%	+18.38%
2019	+27.29%	+31.46%
2018	−5.56%	−4.92%
2017	+20.85%	+21.76%
2016	+16.45%	+11.21%
2015	−0.30%	+0.26%
2014	+11.69%	+13.55%
2013	+32.88%	+32.26%
2012	+11.39%	+15.89%
2011	+5.31%	+2.02%
2010	—	+14.98%
2009	—	+26.26%
2008	—	−36.70%
2007	—	+5.45%
2006	—	+15.68%
2005	—	+4.78%
2004	—	+10.70%
2003	—	+28.47%
2002	—	−22.18%
2001	—	−12.04%
2000	—	−9.19%
1999	—	+21.97%
1998	—	+28.26%
1997	—	+9.33%

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Drawdowns

Thu 2011-10-20? to Fri 2025-04-25	Current Drawdown	Worst Drawdown
SCHD ×	−11.47%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	−9.86%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund