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

Total Real Returns

SWDSX: Total Return Chart (with Dividends Reinvested)

SWDSX total return snapshot: SWDSX returned +16.82% over the past year and +9.03% YTD, with dividends reinvested. Since Sep. 2, 2003, SWDSX is up +562.23% in nominal total return, or +8.62%/yr, and is currently −1.17% below its total-return high on Jul. 7, 2026.

Data ending Wed Jul. 15, 2026

Tue 2003-09-02💬 to Wed 2026-07-15 YTD
Return 		1 Year
Return
SWDSX × 		+9.03%
2026-07-15 		+16.82%
2026-07-15
Schwab Dividend Equity Fund Select Shares Mutual Fund

Returns

Tue 2003-09-02💬 to Wed 2026-07-15 Overall
Return 		Exponential
Trendline
SWDSX × 		+562.23%
+8.62%/yr 		+7.71%/yr
(R2=0.934)
Schwab Dividend Equity Fund Select Shares Mutual Fund

Growth of $10,000

Tue 2003-09-02💬 to Wed 2026-07-15 Start
Value 		End
Value
SWDSX × 		$10,000.00
2003-09-02 		$66,222.68
2026-07-15
Schwab Dividend Equity Fund Select Shares Mutual Fund

Annual Returns

Year SWDSX
2026 (YTD) +9.03%
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%

Drawdowns

Tue 2003-09-02💬 to Wed 2026-07-15 Current
Drawdown 		Worst
Drawdown
SWDSX × 		−1.17%
from 2026-07-07 peak 		−50.01%
2009-03-09
from 2007-06-01 peak
Schwab Dividend Equity Fund Select Shares Mutual Fund

Rolling Returns

Period ending Wed 2026-07-15 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SWDSX × 		+16.82% +34.15%
+15.82%/yr 		+53.69%
+15.40%/yr 		+60.87%
+9.98%/yr 		+144.13%
+9.34%/yr
Schwab Dividend Equity Fund Select Shares Mutual Fund