SWPPX,FEPI: Total Return Chart (with Dividends Reinvested)

Wed 2023-10-11? to Fri 2026-04-17	YTD Return	TR Price
SWPPX ×	+4.45% 2026-04-17	15.09 TR 2026-04-17
Schwab S&P 500 Index Fund Mutual Fund
FEPI ×	+1.47% 2026-04-17	1.552 TR 2026-04-17
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Returns

Wed 2023-10-11? to Fri 2026-04-17	Overall Return	Exponential Trendline
SWPPX ×	+68.27% +22.98%/yr	+19.81%/yr (R2=0.899)
Schwab S&P 500 Index Fund Mutual Fund
FEPI ×	+55.17% +19.08%/yr	+14.88%/yr (R2=0.767)
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Growth of $10,000

Wed 2023-10-11? to Fri 2026-04-17	Start Value	End Value
SWPPX ×	$10,000.00 2023-10-11	$16,826.64 2026-04-17
Schwab S&P 500 Index Fund Mutual Fund
FEPI ×	$10,000.00 2023-10-11	$15,516.83 2026-04-17
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SWPPX	FEPI
2026 (YTD)	+4.45%	+1.47%
2025	+17.87%	+18.34%
2024	+24.97%	+15.69%
2023	+26.26%	+11.70%
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%	—

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Drawdowns

Wed 2023-10-11? to Fri 2026-04-17	Current Drawdown	Worst Drawdown
SWPPX ×	0.00%	−18.74% 2025-04-08
Schwab S&P 500 Index Fund Mutual Fund
FEPI ×	−0.94%	−23.56% 2025-04-08
REX FANG & Innovation Equity Premium Income ETF NASDAQ Exchange-Traded Fund