All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SPLG,SWPPX: Total Return Chart (with Dividends Reinvested)

Tue 2005-11-15? to Fri 2025-10-17 YTD
Return
TR
Price
SPLG
×
+14.43%
2025-10-17
7.937 TR
2025-10-17
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWPPX
×
+14.46%
2025-10-17
14.03 TR
2025-10-17
Schwab S&P 500 Index Fund Mutual Fund

Returns

Tue 2005-11-15? to Fri 2025-10-17 Overall
Return
Exponential
Trendline
SPLG
×
+693.68%
+10.96%/yr
+11.88%/yr
(R2=0.942)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWPPX
×
+690.27%
+10.93%/yr
+11.86%/yr
(R2=0.940)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Tue 2005-11-15? to Fri 2025-10-17 Start
Value
End
Value
SPLG
×
$10,000.00
2005-11-15
$79,367.98
2025-10-17
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWPPX
×
$10,000.00
2005-11-15
$79,027.08
2025-10-17
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year SPLG SWPPX
2025 (YTD) +14.43% +14.46%
2024 +25.00% +24.96%
2023 +26.25% +26.26%
2022 −18.10% −18.14%
2021 +28.78% +28.67%
2020 +18.49% +18.39%
2019 +31.99% +31.45%
2018 −4.78% −4.47%
2017 +21.30% +21.81%
2016 +11.82% +11.82%
2015 +1.15% +1.31%
2014 +13.69% +13.55%
2013 +33.17% +32.27%
2012 +15.16% +15.89%
2011 +1.71% +2.02%
2010 +15.89% +14.98%
2009 +27.23% +26.27%
2008 −36.90% −36.70%
2007 +5.74% +5.45%
2006 +14.54% +15.68%
2005 +2.07% +4.78%
2004 +10.70%
2003 +28.47%
2002 −22.18%
2001 −12.04%
2000 −9.18%
1999 +30.71%
1998 +28.25%
1997 +16.32%

Drawdowns

Tue 2005-11-15? to Fri 2025-10-17 Current
Drawdown
Worst
Drawdown
SPLG
×
−1.29% −54.53%
2009-03-09
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWPPX
×
−1.32% −55.06%
2009-03-09
Schwab S&P 500 Index Fund Mutual Fund