All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2009-11-03? to Tue 2025-05-20 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+1.55%
2025-05-20 |
9.487 TR
2025-05-20 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+1.52%
2025-05-20 |
10.69 TR
2025-05-20 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
+1.04%
2025-05-20 |
7.317 TR
2025-05-20 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Tue 2025-05-20 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+848.74%
+15.58%/yr |
+15.16%/yr
(R2=0.985) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+640.75%
+13.75%/yr |
+13.21%/yr
(R2=0.983) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
+631.75%
+13.66%/yr |
+13.09%/yr
(R2=0.980) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Tue 2025-05-20 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2009-11-03 |
$94,874.28
2025-05-20 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2009-11-03 |
$74,075.27
2025-05-20 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
$10,000.00
2009-11-03 |
$73,174.63
2025-05-20 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Year | SCHX | SWPPX | SCHB |
|---|---|---|---|
| 2025 (YTD) | +1.55% | +1.52% | +1.04% |
| 2024 | +26.46% | +24.96% | +23.93% |
| 2023 | +29.81% | +26.26% | +26.16% |
| 2022 | −19.41% | −18.14% | −19.46% |
| 2021 | +27.66% | +28.67% | +25.84% |
| 2020 | +20.81% | +18.38% | +20.76% |
| 2019 | +34.82% | +31.46% | +30.79% |
| 2018 | −3.51% | −4.92% | −5.30% |
| 2017 | +23.11% | +21.76% | +21.20% |
| 2016 | +15.34% | +11.21% | +12.67% |
| 2015 | +3.05% | +0.26% | +0.40% |
| 2014 | +15.46% | +13.55% | +12.68% |
| 2013 | +34.77% | +32.26% | +33.19% |
| 2012 | +18.88% | +15.89% | +16.34% |
| 2011 | +3.41% | +2.02% | +1.37% |
| 2010 | +17.15% | +14.98% | +17.09% |
| 2009 | +7.34% | +26.26% | +7.53% |
| 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% | — |
| Tue 2009-11-03? to Tue 2025-05-20 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | −3.05% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × | −2.98% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × | −3.42% |
−35.27%
2020-03-23 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||