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