All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2005-11-15? to Fri 2025-09-05 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+11.15%
2025-09-05 |
7.709 TR
2025-09-05 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+11.20%
2025-09-05 |
16730 TR
2025-09-05 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
+11.05%
2025-09-05 |
17.89 TR
2025-09-05 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2005-11-15? to Fri 2025-09-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+670.91%
+10.86%/yr |
+11.84%/yr
(R2=0.941) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+25,441.98%
+32.30%/yr |
+24.23%/yr
(R2=0.851) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
+1,460.30%
+14.88%/yr |
+16.24%/yr
(R2=0.969) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Tue 2005-11-15? to Fri 2025-09-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2005-11-15 |
$77,090.50
2025-09-05 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2005-11-15 |
$2,554,198.47
2025-09-05 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
$10,000.00
2005-11-15 |
$156,029.78
2025-09-05 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| Year | SPLG | SWPPX | SWTSX |
|---|---|---|---|
| 2025 (YTD) | +11.15% | +11.20% | +11.05% |
| 2024 | +25.00% | +32.91% | +23.84% |
| 2023 | +26.25% | +163.92% | +26.05% |
| 2022 | −18.10% | +88.71% | −19.54% |
| 2021 | +28.78% | +121.39% | +25.28% |
| 2020 | +18.49% | +16.26% | +20.71% |
| 2019 | +31.99% | +28.92% | +45.28% |
| 2018 | −4.78% | −2.44% | −5.85% |
| 2017 | +21.30% | +19.67% | +33.68% |
| 2016 | +11.82% | +9.07% | +12.06% |
| 2015 | +1.15% | −1.88% | −0.43% |
| 2014 | +13.69% | +11.47% | +24.52% |
| 2013 | +33.17% | +30.01% | +46.46% |
| 2012 | +15.16% | +13.40% | +16.28% |
| 2011 | +1.71% | +0.00% | +13.98% |
| 2010 | +15.89% | +12.86% | +17.24% |
| 2009 | +27.23% | +153.65% | +28.31% |
| 2008 | −36.90% | −38.62% | −25.70% |
| 2007 | +5.74% | +3.60% | +5.12% |
| 2006 | +14.54% | +179.69% | +15.54% |
| 2005 | +2.08% | +2.99% | +15.18% |
| 2004 | — | +8.90% | +12.47% |
| 2003 | — | +151.72% | +30.98% |
| 2002 | — | +82.68% | −20.43% |
| 2001 | — | +47.67% | −11.08% |
| 2000 | — | +38.71% | −5.50% |
| 1999 | — | +100.00% | +11.67% |
| 1998 | — | +93.75% | — |
| 1997 | — | +60.00% | — |
| Tue 2005-11-15? to Fri 2025-09-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −0.29% |
−54.52%
2009-03-09 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SWPPX × | −0.30% |
−57.16%
2009-03-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × | −0.19% |
−51.01%
2008-11-20 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||