All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2009-11-03? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+9.64%
2026-05-22 |
+29.44%
2026-05-22 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
+9.83%
2026-05-22 |
+29.37%
2026-05-22 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+862.99%
+14.67%/yr |
+13.63%/yr
(R2=0.986) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
+830.13%
+14.43%/yr |
+13.25%/yr
(R2=0.983) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2009-11-03 |
$96,299.26
2026-05-22 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
$10,000.00
2009-11-03 |
$93,013.47
2026-05-22 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHB |
|---|---|---|
| 2026 (YTD) | +9.64% | +9.83% |
| 2025 | +17.87% | +16.94% |
| 2024 | +24.97% | +23.93% |
| 2023 | +26.26% | +26.16% |
| 2022 | −18.14% | −19.46% |
| 2021 | +28.67% | +25.84% |
| 2020 | +18.38% | +20.76% |
| 2019 | +31.46% | +30.79% |
| 2018 | −4.47% | −5.30% |
| 2017 | +21.81% | +21.20% |
| 2016 | +11.82% | +12.67% |
| 2015 | +1.31% | +0.40% |
| 2014 | +13.55% | +12.68% |
| 2013 | +32.27% | +33.19% |
| 2012 | +15.89% | +16.34% |
| 2011 | +2.02% | +1.37% |
| 2010 | +14.98% | +17.10% |
| 2009 | +26.26% | +7.53% |
| 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% | — |
| Tue 2009-11-03? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−0.31%
from 2026-05-14 peak |
−33.80%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
−0.21%
from 2026-05-14 peak |
−35.27%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWPPX × | +29.44% |
+44.35% +20.16%/yr |
+85.49% +22.86%/yr |
+92.99% +14.05%/yr |
+329.43% +15.68%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × | +29.37% |
+43.37% +19.75%/yr |
+83.72% +22.47%/yr |
+83.50% +12.90%/yr |
+311.53% +15.19%/yr |
|
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||