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 Tue 2025-07-15	YTD Return	TR Price
SWDSX ^×	+7.16% 2025-07-15	5.669 TR 2025-07-15
Schwab Dividend Equity Fund Select Shares Mutual Fund

Returns

Tue 2003-09-02^? to Tue 2025-07-15	Overall Return	Exponential Trendline
SWDSX ^×	+466.87% +8.26%/yr	+7.54%/yr (R²=0.926)
Schwab Dividend Equity Fund Select Shares Mutual Fund

Growth of $10,000

Tue 2003-09-02^? to Tue 2025-07-15	Start Value	End Value
SWDSX ^×	$10,000.00 2003-09-02	$56,687.25 2025-07-15
Schwab Dividend Equity Fund Select Shares Mutual Fund

Annual Returns

Year	SWDSX
2025 (YTD)	+7.16%
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	+31.39%
2012	+12.30%
2011	+6.03%
2010	+11.46%
2009	+17.92%
2008	−30.30%
2007	+4.23%
2006	+18.64%
2005	+5.37%
2004	+14.95%
2003	+12.82%

Drawdowns

Tue 2003-09-02^? to Tue 2025-07-15	Current Drawdown	Worst Drawdown
SWDSX ^×	−1.49%	−50.01% 2009-03-09
Schwab Dividend Equity Fund Select Shares Mutual Fund