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

Tue 2009-11-03? to Fri 2025-10-03	YTD Return	TR Price
SWPPX ×	+15.32% 2025-10-03	17350 TR 2025-10-03
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	+14.84% 2025-10-03	8.317 TR 2025-10-03
Schwab U.S. Broad Market ETF Exchange-Traded Fund

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Returns

Tue 2009-11-03? to Fri 2025-10-03	Overall Return	Exponential Trendline
SWPPX ×	+12,518.18% +35.52%/yr	+25.49%/yr (R2=0.796)
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	+731.67% +14.24%/yr	+13.14%/yr (R2=0.981)
Schwab U.S. Broad Market ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2009-11-03? to Fri 2025-10-03	Start Value	End Value
SWPPX ×	$10,000.00 2009-11-03	$1,261,818.18 2025-10-03
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	$10,000.00 2009-11-03	$83,167.04 2025-10-03
Schwab U.S. Broad Market ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	SCHB
2025 (YTD)	+15.32%	+14.84%
2024	+32.91%	+23.93%
2023	+163.92%	+26.16%
2022	+88.71%	−19.46%
2021	+121.39%	+25.84%
2020	+16.26%	+20.76%
2019	+28.92%	+30.79%
2018	−2.44%	−5.30%
2017	+19.67%	+21.20%
2016	+9.07%	+12.67%
2015	−1.88%	+0.40%
2014	+11.47%	+12.68%
2013	+30.01%	+33.19%
2012	+13.40%	+16.34%
2011	+0.00%	+1.37%
2010	+12.86%	+17.10%
2009	+153.65%	+7.53%
2008	−38.62%	—
2007	+3.60%	—
2006	+179.69%	—
2005	+2.99%	—
2004	+8.90%	—
2003	+151.72%	—
2002	+82.68%	—
2001	+47.67%	—
2000	+38.71%	—
1999	+100.00%	—
1998	+93.75%	—
1997	+60.00%	—

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Drawdowns

Tue 2009-11-03? to Fri 2025-10-03	Current Drawdown	Worst Drawdown
SWPPX ×	0.00%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	0.00%	−35.27% 2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund