All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWPPX total return snapshot: SWPPX returned +21.84% over the past year and +12.88% YTD, with dividends reinvested. Since May 20, 1997, SWPPX is up +1,531.24% in nominal total return, or +10.01%/yr, and is currently −1.54% below its total-return high on Aug. 13, 2026.
Data ending Fri Aug. 21, 2026
| Tue 1997-05-20💬 to Fri 2026-08-21 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+1,531.24%
+10.01%/yr |
+8.63%/yr
R2=0.884 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Tue 1997-05-20💬 to Fri 2026-08-21 |
Start
Value |
End
Value |
|---|---|---|
| SWPPX × |
$10,000.00
1997-05-20 |
$163,124.07
2026-08-21 |
| YTD | YoY | |
|---|---|---|
| SWPPX × | +12.88% | +21.84% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWPPX × |
−1.54%
on 2026-08-21 from 2026-08-13 peak |
−55.06%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Fri 2026-08-21 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWPPX × | +21.84% |
+39.87% +18.27%/yr |
+81.30% +21.94%/yr |
+85.31% +13.13%/yr |
+313.44% +15.25%/yr |
| Year | SWPPX |
|---|---|
| 2026 (YTD) | +12.88% |
| 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% |
