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 +21.46% over the past year and +10.43% YTD, with dividends reinvested. Since May 20, 1997, SWPPX is up +1,495.81% in nominal total return, or +9.97%/yr, and is currently −100.00% below its total-return high on Dec. 24, 1999.

Data ending Mon Jul. 13, 2026

Dividends Reinvested:

Tue 1997-05-20^💬 to Mon 2026-07-13	YTD Return	1 Year Return
SWPPX ^×	+10.43% 2026-07-13	+21.46% 2026-07-13
Schwab S&P 500 Index Fund Mutual Fund

Returns

Tue 1997-05-20^💬 to Mon 2026-07-13	Overall Return	Exponential Trendline
SWPPX ^×	+1,495.81% +9.97%/yr	+7.81%/yr (R²=0.415)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Tue 1997-05-20^💬 to Mon 2026-07-13	Start Value	End Value
SWPPX ^×	$10,000.00 1997-05-20	$159,581.48 2026-07-13
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year	SWPPX
2026 (YTD)	+10.43%
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 Mon 2026-07-13	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 Mon 2026-07-13	1 Year	2 Years	3 Years	5 Years	10 Years
SWPPX ^×	+21.46%	+37.16% +17.12%/yr	+73.31% +20.12%/yr	+84.57% +13.04%/yr	+311.32% +15.19%/yr
Schwab S&P 500 Index Fund Mutual Fund