SWPPX,IVV Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

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

Dividends Reinvested:

Fri 2000-05-19^? to Thu 2025-08-07	YTD Return	TR Price
SWPPX ^×	+8.60% 2025-08-07	11.4 TR 2025-08-07
Schwab S&P 500 Index Fund Mutual Fund
IVV ^×	+8.62% 2025-08-07	7.148 TR 2025-08-07
iShares Core S&P 500 ETF Exchange-Traded Fund

Returns

Fri 2000-05-19^? to Thu 2025-08-07	Overall Return	Exponential Trendline
SWPPX ^×	+593.54% +7.98%/yr	+9.14%/yr (R²=0.896)
Schwab S&P 500 Index Fund Mutual Fund
IVV ^×	+614.75% +8.11%/yr	+9.30%/yr (R²=0.896)
iShares Core S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Fri 2000-05-19^? to Thu 2025-08-07	Start Value	End Value
SWPPX ^×	$10,000.00 2000-05-19	$69,354.14 2025-08-07
Schwab S&P 500 Index Fund Mutual Fund
IVV ^×	$10,000.00 2000-05-19	$71,475.33 2025-08-07
iShares Core S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year	SWPPX	IVV
2025 (YTD)	+8.60%	+8.62%
2024	+24.97%	+24.93%
2023	+26.26%	+26.31%
2022	−18.14%	−18.16%
2021	+28.55%	+28.76%
2020	+18.38%	+18.40%
2019	+31.22%	+31.25%
2018	−4.92%	−4.49%
2017	+21.76%	+21.75%
2016	+11.21%	+12.15%
2015	+0.26%	+1.28%
2014	+13.55%	+13.57%
2013	+32.26%	+32.31%
2012	+15.90%	+16.06%
2011	+2.02%	+1.88%
2010	+14.98%	+15.10%
2009	+26.26%	+26.61%
2008	−36.70%	−37.01%
2007	+5.45%	+5.29%
2006	+15.68%	+15.94%
2005	+4.78%	+4.87%
2004	+10.70%	+10.79%
2003	+28.47%	+28.46%
2002	−22.18%	−21.53%
2001	−12.04%	−11.95%
2000	−9.19%	−6.08%
1999	+21.97%	—
1998	+28.26%	—
1997	+9.33%	—

Drawdowns

Fri 2000-05-19^? to Thu 2025-08-07	Current Drawdown	Worst Drawdown
SWPPX ^×	−0.76%	−55.06% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund
IVV ^×	−0.72%	−55.25% 2009-03-09
iShares Core S&P 500 ETF Exchange-Traded Fund