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

Thu 2011-10-20? to Wed 2025-05-21	YTD Return	TR Price
SCHX ×	−0.18% 2025-05-21	9.326 TR 2025-05-21
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWPPX ×	−0.12% 2025-05-21	10.51 TR 2025-05-21
Schwab S&P 500 Index Fund Mutual Fund
SCHG ×	−2.41% 2025-05-21	9.84 TR 2025-05-21
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW ×	+19.11% 2025-05-21	357.18 TR 2025-05-21
Charles Schwab Corp NYSE Common Stock
SCHD ×	−3.94% 2025-05-21	4.759 TR 2025-05-21
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Wed 2025-05-21	Overall Return	Exponential Trendline
SCHX ×	+645.78% +15.94%/yr	+14.95%/yr (R2=0.979)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWPPX ×	+502.89% +14.14%/yr	+13.09%/yr (R2=0.976)
Schwab S&P 500 Index Fund Mutual Fund
SCHG ×	+745.65% +17.02%/yr	+16.24%/yr (R2=0.970)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW ×	+766.89% +17.23%/yr	+14.64%/yr (R2=0.857)
Charles Schwab Corp NYSE Common Stock
SCHD ×	+375.86% +12.17%/yr	+12.43%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Wed 2025-05-21	Start Value	End Value
SCHX ×	$10,000.00 2011-10-20	$74,578.13 2025-05-21
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWPPX ×	$10,000.00 2011-10-20	$60,289.14 2025-05-21
Schwab S&P 500 Index Fund Mutual Fund
SCHG ×	$10,000.00 2011-10-20	$84,565.35 2025-05-21
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW ×	$10,000.00 2011-10-20	$86,688.84 2025-05-21
Charles Schwab Corp NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$47,585.94 2025-05-21
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SCHX	SWPPX	SCHG	SCHW	SCHD
2025 (YTD)	−0.18%	−0.12%	−2.41%	+19.11%	−3.94%
2024	+26.46%	+24.96%	+34.96%	+9.17%	+11.66%
2023	+29.81%	+26.26%	+50.10%	−15.97%	+4.54%
2022	−19.41%	−18.14%	−31.80%	+0.11%	−3.26%
2021	+27.66%	+28.67%	+28.11%	+60.23%	+29.87%
2020	+20.81%	+18.38%	+39.14%	+13.57%	+15.03%
2019	+34.82%	+31.46%	+36.02%	+16.38%	+27.29%
2018	−3.51%	−4.92%	−1.36%	−18.43%	−5.56%
2017	+23.11%	+21.76%	+28.05%	+31.15%	+20.85%
2016	+15.34%	+11.21%	+6.82%	+21.01%	+16.45%
2015	+3.05%	+0.26%	+3.24%	+9.92%	−0.30%
2014	+15.46%	+13.55%	+15.80%	+17.18%	+11.69%
2013	+34.77%	+32.26%	+34.04%	+83.30%	+32.88%
2012	+18.88%	+15.89%	+16.88%	+29.88%	+11.39%
2011	+3.41%	+2.02%	−0.74%	−33.13%	+5.31%
2010	+17.15%	+14.98%	+16.85%	−7.77%	—
2009	+7.34%	+26.26%	+2.70%	+18.07%	—
2008	—	−36.70%	—	−36.02%	—
2007	—	+5.45%	—	+39.94%	—
2006	—	+15.68%	—	+32.90%	—
2005	—	+4.78%	—	+23.56%	—
2004	—	+10.70%	—	+1.77%	—
2003	—	+28.47%	—	+9.66%	—
2002	—	−22.18%	—	−29.55%	—
2001	—	−12.04%	—	−45.35%	—
2000	—	−9.19%	—	+11.41%	—
1999	—	+21.97%	—	+36.35%	—
1998	—	+28.26%	—	+101.79%	—
1997	—	+9.33%	—	+97.55%	—
1996	—	—	—	+60.19%	—
1995	—	—	—	+74.42%	—
1994	—	—	—	+8.76%	—
1993	—	—	—	+87.31%	—
1992	—	—	—	−13.22%	—
1991	—	—	—	+303.85%	—
1990	—	—	—	−17.24%	—
1989	—	—	—	+106.48%	—
1988	—	—	—	+12.44%	—
1987	—	—	—	−63.62%	—

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Drawdowns

Thu 2011-10-20? to Wed 2025-05-21	Current Drawdown	Worst Drawdown
SCHX ×	−4.70%	−34.33% 2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWPPX ×	−4.54%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHG ×	−6.54%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW ×	−3.71%	−51.08% 2020-03-12
Charles Schwab Corp NYSE Common Stock
SCHD ×	−10.30%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund