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

Tue 2011-05-10? to Tue 2026-05-19	YTD Return	1 Year Return
SWPPX ×	+7.87% 2026-05-19	+24.76% 2026-05-19
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	+7.90% 2026-05-19	+24.79% 2026-05-19
Fidelity 500 Index Fund Mutual Fund

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Returns

Tue 2011-05-10? to Tue 2026-05-19	Overall Return	Exponential Trendline
SWPPX ×	+609.23% +13.93%/yr	+13.65%/yr (R2=0.982)
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	+616.79% +14.01%/yr	+13.72%/yr (R2=0.982)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 2011-05-10? to Tue 2026-05-19	Start Value	End Value
SWPPX ×	$10,000.00 2011-05-10	$70,922.52 2026-05-19
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	$10,000.00 2011-05-10	$71,679.18 2026-05-19
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX	FXAIX
2026 (YTD)	+7.87%	+7.90%
2025	+17.87%	+18.20%
2024	+24.97%	+25.01%
2023	+26.26%	+26.29%
2022	−18.14%	−18.14%
2021	+28.67%	+28.71%
2020	+18.38%	+18.42%
2019	+31.46%	+31.48%
2018	−4.47%	−4.43%
2017	+21.81%	+21.82%
2016	+11.82%	+11.97%
2015	+1.31%	+1.38%
2014	+13.55%	+13.67%
2013	+32.27%	+32.39%
2012	+15.89%	+16.00%
2011	+2.02%	−5.95%
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

Tue 2011-05-10? to Tue 2026-05-19	Current Drawdown	Worst Drawdown
SWPPX ×	−1.92% from 2026-05-14 peak	−33.80% 2020-03-23 from 2020-02-19 peak
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	−1.94% from 2026-05-14 peak	−33.79% 2020-03-23 from 2020-02-19 peak
Fidelity 500 Index Fund Mutual Fund

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Rolling Returns

Period ending Tue 2026-05-19	1 Year	2 Years	3 Years	5 Years	10 Years
SWPPX ×	+24.76%	+42.14% +19.18%/yr	+82.52% +22.20%/yr	+91.77% +13.91%/yr	+325.18% +15.58%/yr
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	+24.79%	+42.63% +19.38%/yr	+83.22% +22.36%/yr	+92.52% +14.00%/yr	+327.67% +15.64%/yr
Fidelity 500 Index Fund Mutual Fund