All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2026-05-01? |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+4.73%
2026-05-01 |
12.05 TR
2026-05-01 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+5.99%
2026-05-01 |
15.32 TR
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+16.25%
2026-05-01 |
6.054 TR
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+8.36%
2026-05-01 |
4.794 TR
2026-05-01 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-01? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+935.72%
+17.46%/yr |
+16.54%/yr
(R2=0.974) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+670.12%
+15.08%/yr |
+13.58%/yr
(R2=0.981) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+505.40%
+13.19%/yr |
+12.20%/yr
(R2=0.976) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+213.67%
+8.19%/yr |
+6.09%/yr
(R2=0.874) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-01? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2011-10-20 |
$103,572.21
2026-05-01 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2011-10-20 |
$77,012.30
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$60,540.42
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
$10,000.00
2011-10-20 |
$31,366.71
2026-05-01 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Year | SCHG | SWPPX | SCHD | SWISX |
|---|---|---|---|---|
| 2026 (YTD) | +4.73% | +5.99% | +16.25% | +8.36% |
| 2025 | +17.50% | +17.87% | +4.34% | +31.59% |
| 2024 | +34.96% | +24.97% | +11.66% | +3.54% |
| 2023 | +50.10% | +26.26% | +4.54% | +18.13% |
| 2022 | −31.80% | −18.14% | −3.26% | −14.30% |
| 2021 | +28.11% | +28.67% | +29.87% | +11.25% |
| 2020 | +39.14% | +18.38% | +15.03% | +8.14% |
| 2019 | +36.02% | +31.46% | +27.29% | +21.87% |
| 2018 | −1.36% | −4.47% | −5.56% | −13.38% |
| 2017 | +28.05% | +21.81% | +20.85% | +25.32% |
| 2016 | +6.82% | +11.82% | +16.45% | +1.07% |
| 2015 | +3.24% | +1.31% | −0.30% | −0.86% |
| 2014 | +15.80% | +13.55% | +11.69% | −5.71% |
| 2013 | +34.04% | +32.27% | +32.88% | +21.62% |
| 2012 | +16.88% | +15.89% | +11.39% | +18.92% |
| 2011 | −0.74% | +2.02% | +5.31% | −11.81% |
| 2010 | +16.84% | +14.98% | — | +6.62% |
| 2009 | +2.70% | +26.26% | — | +29.19% |
| 2008 | — | −36.70% | — | −41.82% |
| 2007 | — | +5.46% | — | +13.27% |
| 2006 | — | +15.68% | — | +25.01% |
| 2005 | — | +4.78% | — | +20.64% |
| 2004 | — | +10.70% | — | +18.33% |
| 2003 | — | +28.47% | — | +36.52% |
| 2002 | — | −22.18% | — | −15.63% |
| 2001 | — | −12.04% | — | −22.72% |
| 2000 | — | −9.19% | — | −17.52% |
| 1999 | — | +30.72% | — | +33.81% |
| 1998 | — | +28.25% | — | +15.96% |
| 1997 | — | +16.32% | — | −7.77% |
| Thu 2011-10-20? to Fri 2026-05-01? |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −1.42% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × | 0.00% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −0.65% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × | −3.29% |
−33.83%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||