All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWDSX total return snapshot: SWDSX returned +16.25% over the past year and +9.26% YTD, with dividends reinvested. Since Sep. 2, 2003, SWDSX is up +563.59% in nominal total return, or +8.63%/yr, and is currently −0.97% below its total-return high on Jul. 7, 2026.
Data ending Fri Jul. 17, 2026
| Tue 2003-09-02💬 to Fri 2026-07-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWDSX × |
+563.59%
+8.63%/yr |
+7.71%/yr
R2=0.934 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Tue 2003-09-02💬 to Fri 2026-07-17 |
Start
Value |
End
Value |
|---|---|---|
| SWDSX × |
$10,000.00
2003-09-02 |
$66,359.29
2026-07-17 |
| YTD | YoY | |
|---|---|---|
| SWDSX × | +9.26% | +16.25% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWDSX × |
−0.97%
on 2026-07-17 from 2026-07-07 peak |
−50.01%
on 2009-03-09 from 2007-06-01 peak |
| Period ending Fri 2026-07-17 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWDSX × | +16.25% |
+31.76% +14.79%/yr |
+54.01% +15.48%/yr |
+62.59% +10.21%/yr |
+144.63% +9.36%/yr |
| Year | SWDSX |
|---|---|
| 2026 (YTD) | +9.26% |
| 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 | −3.48% |
| 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% |
