All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 1997-06-17? to Fri 2025-09-05 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+11.20%
2025-09-05 |
16730 TR
2025-09-05 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Tue 1997-06-17? to Fri 2025-09-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+1,672,900.00%
+41.15%/yr |
+31.78%/yr
(R2=0.926) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Tue 1997-06-17? to Fri 2025-09-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
1997-06-17 |
$167,300,000.00
2025-09-05 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SWPPX |
|---|---|
| 2025 (YTD) | +11.20% |
| 2024 | +32.91% |
| 2023 | +163.92% |
| 2022 | +88.71% |
| 2021 | +121.39% |
| 2020 | +16.26% |
| 2019 | +28.92% |
| 2018 | −2.44% |
| 2017 | +19.67% |
| 2016 | +9.07% |
| 2015 | −1.88% |
| 2014 | +11.47% |
| 2013 | +30.01% |
| 2012 | +13.40% |
| 2011 | +0.00% |
| 2010 | +12.86% |
| 2009 | +153.65% |
| 2008 | −38.62% |
| 2007 | +3.60% |
| 2006 | +179.69% |
| 2005 | +2.99% |
| 2004 | +8.90% |
| 2003 | +151.72% |
| 2002 | +82.68% |
| 2001 | +47.67% |
| 2000 | +38.71% |
| 1999 | +100.00% |
| 1998 | +93.75% |
| 1997 | +60.00% |
| Tue 1997-06-17? to Fri 2025-09-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −0.30% |
−57.16%
2009-03-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||