SWDSX Total Return Stock Chart (Dividends Reinvested)

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

SWDSX: Total Return Chart (with Dividends Reinvested)

SWDSX total return snapshot: SWDSX returned +16.05% over the past year and +7.83% YTD, with dividends reinvested. Since Sep. 2, 2003, SWDSX is up +554.92% in nominal total return, or +8.58%/yr, and is currently −0.36% below its total-return high on Jun. 16, 2026.

Data ending Mon Jun. 29, 2026

Dividends Reinvested:

Tue 2003-09-02^💬 to Mon 2026-06-29	YTD Return	1 Year Return
SWDSX ^×	+7.83% 2026-06-29	+16.05% 2026-06-29
Schwab Dividend Equity Fund Select Shares Mutual Fund

Returns

Tue 2003-09-02^💬 to Mon 2026-06-29	Overall Return	Exponential Trendline
SWDSX ^×	+554.92% +8.58%/yr	+7.70%/yr (R²=0.934)
Schwab Dividend Equity Fund Select Shares Mutual Fund

Growth of $10,000

Tue 2003-09-02^💬 to Mon 2026-06-29	Start Value	End Value
SWDSX ^×	$10,000.00 2003-09-02	$65,491.78 2026-06-29
Schwab Dividend Equity Fund Select Shares Mutual Fund

Annual Returns

Year	SWDSX
2026 (YTD)	+7.83%
2025	+14.81%
2024	+17.05%
2023	+6.92%
2022	−5.84%
2021	+28.25%
2020	−4.33%
2019	+24.32%
2018	−12.18%
2017	+15.73%
2016	+10.90%
2015	−3.49%
2014	+11.71%
2013	+31.38%
2012	+12.30%
2011	+6.03%
2010	+11.46%
2009	+17.91%
2008	−30.30%
2007	+4.23%
2006	+18.64%
2005	+5.37%
2004	+14.95%
2003	+12.82%

Drawdowns

Tue 2003-09-02^💬 to Mon 2026-06-29	Current Drawdown	Worst Drawdown
SWDSX ^×	−0.36% from 2026-06-16 peak	−50.01% 2009-03-09 from 2007-06-01 peak
Schwab Dividend Equity Fund Select Shares Mutual Fund

Rolling Returns

Period ending Mon 2026-06-29	1 Year	2 Years	3 Years	5 Years	10 Years
SWDSX ^×	+16.05%	+36.13% +16.67%/yr	+53.77% +15.42%/yr	+60.27% +9.89%/yr	+152.43% +9.70%/yr
Schwab Dividend Equity Fund Select Shares Mutual Fund