All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Fri 2025-09-26 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+13.86%
2025-09-26 |
11.48 TR
2025-09-26 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+14.06%
2025-09-26 |
17160 TR
2025-09-26 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+2.45%
2025-09-26 |
5.075 TR
2025-09-26 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+24.68%
2025-09-26 |
4.267 TR
2025-09-26 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2025-09-26 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+886.68%
+17.85%/yr |
+16.37%/yr
(R2=0.972) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+5,139.69%
+32.85%/yr |
+29.04%/yr
(R2=0.793) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+407.52%
+12.36%/yr |
+12.31%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+179.21%
+7.65%/yr |
+5.73%/yr
(R2=0.868) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2025-09-26 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2011-10-20 |
$98,668.41
2025-09-26 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2011-10-20 |
$523,969.47
2025-09-26 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$50,751.67
2025-09-26 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
$10,000.00
2011-10-20 |
$27,920.57
2025-09-26 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Year | SCHG | SWPPX | SCHD | SWISX |
|---|---|---|---|---|
| 2025 (YTD) | +13.86% | +14.06% | +2.45% | +24.68% |
| 2024 | +34.96% | +32.91% | +11.66% | +3.54% |
| 2023 | +50.10% | +163.92% | +4.54% | +18.13% |
| 2022 | −31.80% | +88.71% | −3.26% | −14.30% |
| 2021 | +28.11% | +121.39% | +29.87% | +11.25% |
| 2020 | +39.14% | +16.26% | +15.03% | +8.13% |
| 2019 | +36.02% | +28.92% | +27.29% | +21.87% |
| 2018 | −1.36% | −2.44% | −5.56% | −13.38% |
| 2017 | +28.05% | +19.67% | +20.85% | +25.32% |
| 2016 | +6.82% | +9.07% | +16.45% | +1.07% |
| 2015 | +3.24% | −1.88% | −0.30% | −0.86% |
| 2014 | +15.80% | +11.47% | +11.69% | −5.71% |
| 2013 | +34.04% | +30.01% | +32.88% | +21.62% |
| 2012 | +16.88% | +13.40% | +11.39% | +18.92% |
| 2011 | −0.74% | +0.00% | +5.31% | −11.81% |
| 2010 | +16.85% | +12.86% | — | +6.62% |
| 2009 | +2.70% | +153.65% | — | +29.20% |
| 2008 | — | −38.62% | — | −41.82% |
| 2007 | — | +3.60% | — | +13.27% |
| 2006 | — | +179.69% | — | +25.01% |
| 2005 | — | +2.99% | — | +20.64% |
| 2004 | — | +8.90% | — | +18.33% |
| 2003 | — | +151.72% | — | +36.52% |
| 2002 | — | +82.68% | — | −15.63% |
| 2001 | — | +47.67% | — | −22.72% |
| 2000 | — | +38.71% | — | −17.53% |
| 1999 | — | +100.00% | — | +33.81% |
| 1998 | — | +93.75% | — | +15.96% |
| 1997 | — | +60.00% | — | −7.77% |
| Thu 2011-10-20? to Fri 2025-09-26 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −1.62% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × | −0.69% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −4.33% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × | −1.02% |
−33.83%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||