All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

Thu 2011-10-20💬 to Tue 2026-06-02 YTD
Return 		1 Year
Return
SCHG × 		+7.73%
2026-06-02 		+27.05%
2026-06-02
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWPPX × 		+11.69%
2026-06-02 		+29.72%
2026-06-02
Schwab S&P 500 Index Fund Mutual Fund
SCHD × 		+19.01%
2026-06-02 		+28.08%
2026-06-02
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
SWISX × 		+9.54%
2026-06-02 		+21.34%
2026-06-02
Schwab International Index Fund Select Shares Mutual Fund

Returns

Thu 2011-10-20💬 to Tue 2026-06-02 Overall
Return 		Exponential
Trendline
SCHG × 		+996.98%
+17.80%/yr 		+16.57%/yr
(R2=0.975)
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWPPX × 		+711.55%
+15.40%/yr 		+13.61%/yr
(R2=0.981)
Schwab S&P 500 Index Fund Mutual Fund
SCHD × 		+515.10%
+13.23%/yr 		+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
SWISX × 		+222.80%
+8.35%/yr 		+6.14%/yr
(R2=0.874)
Schwab International Index Fund Select Shares Mutual Fund

Growth of $10,000

Thu 2011-10-20💬 to Tue 2026-06-02 Start
Value 		End
Value
SCHG × 		$10,000.00
2011-10-20 		$109,697.78
2026-06-02
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWPPX × 		$10,000.00
2011-10-20 		$81,154.98
2026-06-02
Schwab S&P 500 Index Fund Mutual Fund
SCHD × 		$10,000.00
2011-10-20 		$61,509.52
2026-06-02
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
SWISX × 		$10,000.00
2011-10-20 		$32,279.91
2026-06-02
Schwab International Index Fund Select Shares Mutual Fund

Annual Returns

Year SCHG SWPPX SCHD SWISX
2026 (YTD) +7.73% +11.69% +19.01% +9.54%
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%

Drawdowns

Thu 2011-10-20💬 to Tue 2026-06-02 Current
Drawdown 		Worst
Drawdown
SCHG × 		−0.57%
from 2026-06-01 peak 		−34.59%
2023-01-05
from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWPPX × 		— −33.80%
2020-03-23
from 2020-02-19 peak
Schwab S&P 500 Index Fund Mutual Fund
SCHD × 		−1.40%
from 2026-05-22 peak 		−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
SWISX × 		−0.47%
from 2026-02-25 peak 		−33.83%
2020-03-23
from 2018-01-26 peak
Schwab International Index Fund Select Shares Mutual Fund

Rolling Returns

Period ending Tue 2026-06-02 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SCHG × 		+27.05% +49.90%
+22.38%/yr 		+97.81%
+25.52%/yr 		+109.62%
+15.96%/yr 		+463.55%
+18.88%/yr
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWPPX × 		+29.72% +47.84%
+21.54%/yr 		+84.87%
+22.72%/yr 		+94.08%
+14.18%/yr 		+326.14%
+15.60%/yr
Schwab S&P 500 Index Fund Mutual Fund
SCHD × 		+28.08% +33.31%
+15.42%/yr 		+52.43%
+15.08%/yr 		+50.23%
+8.48%/yr 		+233.18%
+12.79%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund
SWISX × 		+21.34% +38.56%
+17.67%/yr 		+60.24%
+17.01%/yr 		+51.38%
+8.65%/yr 		+145.60%
+9.40%/yr
Schwab International Index Fund Select Shares Mutual Fund