SWPPX Total Return Stock Chart (Dividends Reinvested)

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

SWPPX: Total Return Chart (with Dividends Reinvested)

SWPPX total return snapshot: SWPPX returned +24.90% over the past year and +8.21% YTD, with dividends reinvested. Since May 20, 1997, SWPPX is up +1,463.68% in nominal total return, or +9.91%/yr, and is currently −100.00% below its total-return high on Dec. 24, 1999.

Data ending Tue Jun. 23, 2026

Dividends Reinvested:

Tue 1997-05-20^💬 to Tue 2026-06-23	YTD Return	1 Year Return
SWPPX ^×	+8.21% 2026-06-23	+24.90% 2026-06-23
Schwab S&P 500 Index Fund Mutual Fund

Returns

Tue 1997-05-20^💬 to Tue 2026-06-23	Overall Return	Exponential Trendline
SWPPX ^×	+1,463.68% +9.91%/yr	+7.79%/yr (R²=0.413)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Tue 1997-05-20^💬 to Tue 2026-06-23	Start Value	End Value
SWPPX ^×	$10,000.00 1997-05-20	$156,368.43 2026-06-23
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year	SWPPX
2026 (YTD)	+8.21%
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%

Drawdowns

Tue 1997-05-20^💬 to Tue 2026-06-23	Current Drawdown	Worst Drawdown
SWPPX ^×	−100.00% from 1999-12-24 peak	−100.00% 2009-03-05 from 1999-12-24 peak
Schwab S&P 500 Index Fund Mutual Fund

Rolling Returns

Period ending Tue 2026-06-23	1 Year	2 Years	3 Years	5 Years	10 Years
SWPPX ^×	+24.90%	+38.19% +17.56%/yr	+76.25% +20.79%/yr	+86.39% +13.26%/yr	+310.99% +15.18%/yr
Schwab S&P 500 Index Fund Mutual Fund