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

Total Real Returns

SWPPX: Total Return Chart (with Dividends Reinvested)

SWPPX total return snapshot: SWPPX returned +24.90% over the past year and +8.21% YTD, with dividends reinvested. Since May 20, 1997, SWPPX is up +1,463.68% in nominal total return, or +9.91%/yr, and is currently −100.00% below its total-return high on Dec. 24, 1999.

Data ending Tue Jun. 23, 2026

Tue 1997-05-20💬 to Tue 2026-06-23 YTD
Return
1 Year
Return
SWPPX
×
+8.21%
2026-06-23
+24.90%
2026-06-23
Schwab S&P 500 Index Fund Mutual Fund

Returns

Tue 1997-05-20💬 to Tue 2026-06-23 Overall
Return
Exponential
Trendline
SWPPX
×
+1,463.68%
+9.91%/yr
+7.79%/yr
(R2=0.413)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Tue 1997-05-20💬 to Tue 2026-06-23 Start
Value
End
Value
SWPPX
×
$10,000.00
1997-05-20
$156,368.43
2026-06-23
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year SWPPX
2026 (YTD) +8.21%
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%

Drawdowns

Tue 1997-05-20💬 to Tue 2026-06-23 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

Rolling Returns

Period ending Tue 2026-06-23 1
Year
2
Years
3
Years
5
Years
10
Years
SWPPX
×
+24.90% +38.19%
+17.56%/yr
+76.25%
+20.79%/yr
+86.39%
+13.26%/yr
+310.99%
+15.18%/yr
Schwab S&P 500 Index Fund Mutual Fund