SWDSX Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

SWDSX: Total Return Chart (with Dividends Reinvested)

Dividends Reinvested:

Tue 2003-09-02^? to Mon 2025-05-05	YTD Return	TR Price
SWDSX ^×	+1.95% 2025-05-05	2.492 TR 2025-05-05
Schwab Dividend Equity Fund Select Shares Mutual Fund

Returns

Tue 2003-09-02^? to Mon 2025-05-05	Overall Return	Exponential Trendline
SWDSX ^×	+149.24% +4.30%/yr	+3.03%/yr (R²=0.636)
Schwab Dividend Equity Fund Select Shares Mutual Fund

Growth of $10,000

Tue 2003-09-02^? to Mon 2025-05-05	Start Value	End Value
SWDSX ^×	$10,000.00 2003-09-02	$24,923.68 2025-05-05
Schwab Dividend Equity Fund Select Shares Mutual Fund

Annual Returns

Year	SWDSX
2025 (YTD)	+1.95%
2024	+16.21%
2023	+6.78%
2022	−9.88%
2021	+11.99%
2020	−4.33%
2019	+18.00%
2018	−19.72%
2017	+6.27%
2016	+10.90%
2015	−13.92%
2014	−2.81%
2013	+22.93%
2012	+12.30%
2011	+6.03%
2010	+11.46%
2009	+17.91%
2008	−30.30%
2007	+3.86%
2006	+16.22%
2005	+4.06%
2004	+14.95%
2003	+12.82%

Drawdowns

Tue 2003-09-02^? to Mon 2025-05-05	Current Drawdown	Worst Drawdown
SWDSX ^×	−3.73%	−50.18% 2009-03-09
Schwab Dividend Equity Fund Select Shares Mutual Fund