All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWPPX total return snapshot: SWPPX returned +17.57% over the past year and +12.71% YTD, with dividends reinvested. Since May 20, 1997, SWPPX is up +1,528.77% in nominal total return, or +9.99%/yr, and is currently −1.69% below its total-return high on Aug. 13, 2026.
Data ending Fri Sep. 11, 2026
| Tue 1997-05-20💬 to Fri 2026-09-11 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+1,528.77%
+9.99%/yr |
+8.65%/yr
R2=0.885 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Tue 1997-05-20💬 to Fri 2026-09-11 |
Start
Value |
End
Value |
|---|---|---|
| SWPPX × |
$10,000.00
1997-05-20 |
$162,876.92
2026-09-11 |
| YTD | YoY | |
|---|---|---|
| SWPPX × | +12.71% | +17.57% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWPPX × |
−1.69%
on 2026-09-11 from 2026-08-13 peak |
−55.06%
on 2009-03-09 from 2007-10-09 peak |
| Period ending Fri 2026-09-11 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWPPX × | +17.57% |
+41.23% +18.84%/yr |
+77.32% +21.04%/yr |
+84.17% +12.99%/yr |
+323.35% +15.52%/yr |
| Year | SWPPX |
|---|---|
| 2026 (YTD) | +12.71% |
| 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% |
