All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2003-09-02? to Thu 2020-12-31? | ||||||
|---|---|---|---|---|---|---|
| SWDSX × | ||||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Tue 2003-09-02? to Thu 2020-12-31? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWDSX × |
+95.19%
+3.93%/yr |
+3.54%/yr
(R2=0.580) |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Tue 2003-09-02? to Thu 2020-12-31? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWDSX × |
$10,000.00
2003-09-02 |
$19,519.30
2020-12-31 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| 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% |
| Tue 2003-09-02? to Thu 2020-12-31? |
Final
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWDSX × | −20.70% |
−50.18%
2009-03-09 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||