All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 1997-06-17? to Thu 2025-06-05 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWPPX × |
+1.55%
2025-06-05 |
10.81 TR
2025-06-05 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Tue 1997-06-17? to Thu 2025-06-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWPPX × |
+981.43%
+8.89%/yr |
+8.06%/yr
(R2=0.862) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Tue 1997-06-17? to Thu 2025-06-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWPPX × |
$10,000.00
1997-06-17 |
$108,143.50
2025-06-05 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Year | SWPPX |
---|---|
2025 (YTD) | +1.55% |
2024 | +24.97% |
2023 | +26.26% |
2022 | −18.14% |
2021 | +28.67% |
2020 | +18.38% |
2019 | +31.45% |
2018 | −4.47% |
2017 | +21.81% |
2016 | +11.82% |
2015 | +1.31% |
2014 | +13.55% |
2013 | +32.26% |
2012 | +15.89% |
2011 | +2.02% |
2010 | +14.98% |
2009 | +26.26% |
2008 | −36.70% |
2007 | +5.45% |
2006 | +15.68% |
2005 | +4.78% |
2004 | +10.70% |
2003 | +28.47% |
2002 | −22.18% |
2001 | −12.04% |
2000 | −9.19% |
1999 | +20.80% |
1998 | +28.26% |
1997 | +9.33% |
Tue 1997-06-17? to Thu 2025-06-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWPPX × | −2.94% |
−55.06%
2009-03-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||