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 |
||||
|---|---|---|---|---|---|---|
| SCHV × |
+9.79%
2026-05-01 |
5.944 TR
2026-05-01 |
||||
| Schwab U.S. Large-Cap Value 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 × |
+15.88%
2026-05-01 |
6.054 TR
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHV × |
+428.36%
+12.14%/yr |
+10.15%/yr
(R2=0.967) |
||||
| Schwab U.S. Large-Cap Value 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 | ||||||
| Thu 2011-10-20? to Fri 2026-05-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHV × |
$10,000.00
2011-10-20 |
$52,836.10
2026-05-01 |
||||
| Schwab U.S. Large-Cap Value 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 | ||||||
| Year | SCHV | SWPPX | SCHD |
|---|---|---|---|
| 2026 (YTD) | +9.79% | +5.99% | +15.88% |
| 2025 | +16.02% | +17.87% | +4.34% |
| 2024 | +14.13% | +24.97% | +11.66% |
| 2023 | +8.93% | +26.26% | +4.54% |
| 2022 | −7.65% | −18.14% | −3.26% |
| 2021 | +25.58% | +28.67% | +29.87% |
| 2020 | +2.64% | +18.38% | +15.03% |
| 2019 | +25.92% | +31.46% | +27.29% |
| 2018 | −7.30% | −4.47% | −5.56% |
| 2017 | +16.56% | +21.81% | +20.85% |
| 2016 | +18.26% | +11.82% | +16.45% |
| 2015 | −1.14% | +1.31% | −0.30% |
| 2014 | +10.95% | +13.55% | +11.69% |
| 2013 | +31.02% | +32.27% | +32.88% |
| 2012 | +15.08% | +15.89% | +11.39% |
| 2011 | +3.55% | +2.02% | +5.31% |
| 2010 | +14.85% | +14.98% | — |
| 2009 | −0.36% | +26.26% | — |
| 2008 | — | −36.70% | — |
| 2007 | — | +5.46% | — |
| 2006 | — | +15.68% | — |
| 2005 | — | +4.78% | — |
| 2004 | — | +10.70% | — |
| 2003 | — | +28.47% | — |
| 2002 | — | −22.18% | — |
| 2001 | — | −12.04% | — |
| 2000 | — | −9.19% | — |
| 1999 | — | +30.72% | — |
| 1998 | — | +28.25% | — |
| 1997 | — | +16.32% | — |
| Thu 2011-10-20? to Fri 2026-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHV × | −0.34% |
−37.08%
2020-03-23 |
||||
| Schwab U.S. Large-Cap Value 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 | ||||||