SWPPX: Total Return Chart (with Dividends Reinvested)

Tue 1997-05-20? to Thu 2026-05-14	YTD Return	TR Price
SWPPX ×	+9.98% 2026-05-14	15.89 TR 2026-05-14
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-05-20? to Thu 2026-05-14	Overall Return	Exponential Trendline
SWPPX ×	+1,489.22% +10.01%/yr	+7.75%/yr (R2=0.408)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-05-20? to Thu 2026-05-14	Start Value	End Value
SWPPX ×	$10,000.00 1997-05-20	$158,922.39 2026-05-14
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2026 (YTD)	+9.98%
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%

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Drawdowns

Tue 1997-05-20? to Thu 2026-05-14	Current Drawdown	Worst Drawdown
SWPPX ×	−100.00%	−100.00% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund

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Rolling Returns

Period ending Thu 2026-05-14	1 Year	2 Years	3 Years	5 Years	10 Years
SWPPX ×	+28.80%	+46.55% +21.07%/yr	+89.29% +23.65%/yr	+92.83% +14.04%/yr	+332.27% +15.76%/yr
Schwab S&P 500 Index Fund Mutual Fund