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

Total Real Returns

SWPPX: Total Return Chart (with Dividends Reinvested)

Tue 1997-06-17? to Fri 2025-06-27 YTD
Return
TR
Price
SWPPX
×
+5.64%
2025-06-27
11.25 TR
2025-06-27
Schwab S&P 500 Index Fund Mutual Fund

Returns

Tue 1997-06-17? to Fri 2025-06-27 Overall
Return
Exponential
Trendline
SWPPX
×
+1,024.97%
+9.02%/yr
+8.08%/yr
(R2=0.862)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Tue 1997-06-17? to Fri 2025-06-27 Start
Value
End
Value
SWPPX
×
$10,000.00
1997-06-17
$112,496.61
2025-06-27
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year SWPPX
2025 (YTD) +5.64%
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%

Drawdowns

Tue 1997-06-17? to Fri 2025-06-27 Current
Drawdown
Worst
Drawdown
SWPPX
×
0.00% −55.06%
2009-03-09
Schwab S&P 500 Index Fund Mutual Fund