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 | ||||||