All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2009-11-03? to Fri 2026-05-01? |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+8.07%
2026-05-01 |
9.247 TR
2026-05-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+5.99%
2026-05-01 |
15.32 TR
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHW × |
−10.69%
2026-05-01 |
377.69 TR
2026-05-01 |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| Tue 2009-11-03? to Fri 2026-05-01? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+824.73%
+14.44%/yr |
+13.55%/yr
(R2=0.984) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+830.94%
+14.49%/yr |
+13.61%/yr
(R2=0.986) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHW × |
+555.13%
+12.07%/yr |
+14.20%/yr
(R2=0.900) |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| Tue 2009-11-03? to Fri 2026-05-01? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2009-11-03 |
$92,473.12
2026-05-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2009-11-03 |
$93,094.30
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHW × |
$10,000.00
2009-11-03 |
$65,513.19
2026-05-01 |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| Year | SCHX | SWPPX | SCHW |
|---|---|---|---|
| 2026 (YTD) | +8.07% | +5.99% | −10.69% |
| 2025 | +17.46% | +17.87% | +36.65% |
| 2024 | +24.88% | +24.97% | +9.17% |
| 2023 | +26.84% | +26.26% | −15.97% |
| 2022 | −19.41% | −18.14% | +0.11% |
| 2021 | +26.81% | +28.67% | +60.23% |
| 2020 | +20.81% | +18.38% | +13.57% |
| 2019 | +31.22% | +31.46% | +16.38% |
| 2018 | −4.52% | −4.47% | −18.43% |
| 2017 | +21.95% | +21.81% | +31.15% |
| 2016 | +12.01% | +11.82% | +21.01% |
| 2015 | +1.05% | +1.31% | +9.92% |
| 2014 | +13.33% | +13.55% | +17.18% |
| 2013 | +32.42% | +32.27% | +83.30% |
| 2012 | +16.09% | +15.89% | +29.88% |
| 2011 | +1.55% | +2.02% | −33.13% |
| 2010 | +15.92% | +14.98% | −7.77% |
| 2009 | +7.34% | +26.26% | +18.07% |
| 2008 | — | −36.70% | −36.02% |
| 2007 | — | +5.46% | +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% | −29.56% |
| 2001 | — | −12.04% | −45.35% |
| 2000 | — | −9.19% | +11.42% |
| 1999 | — | +30.72% | +36.34% |
| 1998 | — | +28.25% | +101.79% |
| 1997 | — | +16.32% | +97.55% |
| 1996 | — | — | +60.20% |
| 1995 | — | — | +74.43% |
| 1994 | — | — | +8.76% |
| 1993 | — | — | +87.31% |
| 1992 | — | — | −13.21% |
| 1991 | — | — | +303.96% |
| 1990 | — | — | −17.26% |
| 1989 | — | — | +106.98% |
| 1988 | — | — | +12.53% |
| 1987 | — | — | −63.64% |
| Tue 2009-11-03? to Fri 2026-05-01? |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | 0.00% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × | 0.00% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHW × | −14.33% |
−51.08%
2020-03-12 |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||