All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWPPX total return snapshot: SWPPX returned +27.98% over the past year and +10.83% YTD, with dividends reinvested. Since May 20, 1997, SWPPX is up +1,501.58% in nominal total return, or +10.02%/yr, and is currently −100.00% below its total-return high on Dec. 24, 1999.
| Tue 1997-05-20💬 to Wed 2026-06-03 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+10.83%
2026-06-03 |
+27.98%
2026-06-03 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Tue 1997-05-20💬 to Wed 2026-06-03 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+1,501.58%
+10.02%/yr |
+7.77%/yr
(R2=0.410) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Tue 1997-05-20💬 to Wed 2026-06-03 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
1997-05-20 |
$160,158.18
2026-06-03 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SWPPX |
|---|---|
| 2026 (YTD) | +10.83% |
| 2025 | +17.87% |
| 2024 | +24.97% |
| 2023 | +26.26% |
| 2022 | −18.14% |
| 2021 | +28.67% |
| 2020 | +18.38% |
| 2019 | +31.46% |
| 2018 | −4.47% |
| 2017 | +21.81% |
| 2016 | +11.82% |
| 2015 | +1.31% |
| 2014 | +13.55% |
| 2013 | +32.27% |
| 2012 | +15.89% |
| 2011 | +2.02% |
| 2010 | +14.98% |
| 2009 | +26.26% |
| 2008 | −36.70% |
| 2007 | +5.46% |
| 2006 | +15.68% |
| 2005 | +4.78% |
| 2004 | +10.70% |
| 2003 | +28.47% |
| 2002 | −22.18% |
| 2001 | −12.04% |
| 2000 | −9.19% |
| 1999 | +30.72% |
| 1998 | +28.25% |
| 1997 | +16.32% |
| Tue 1997-05-20💬 to Wed 2026-06-03 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−100.00%
from 1999-12-24 peak |
−100.00%
2009-03-05 from 1999-12-24 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Period ending Wed 2026-06-03 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWPPX × | +27.98% |
+46.53% +21.07%/yr |
+83.45% +22.39%/yr |
+93.25% +14.09%/yr |
+324.17% +15.55%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
