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

Tue 2009-11-03? to Tue 2025-08-12	YTD Return	TR Price
SWPPX ×	+10.44% 2025-08-12	11.59 TR 2025-08-12
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	+9.81% 2025-08-12	7.953 TR 2025-08-12
Schwab U.S. Broad Market ETF Exchange-Traded Fund

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Returns

Tue 2009-11-03? to Tue 2025-08-12	Overall Return	Exponential Trendline
SWPPX ×	+703.59% +14.12%/yr	+13.22%/yr (R2=0.983)
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	+695.25% +14.05%/yr	+13.11%/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 Tue 2025-08-12	Start Value	End Value
SWPPX ×	$10,000.00 2009-11-03	$80,358.87 2025-08-12
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	$10,000.00 2009-11-03	$79,525.03 2025-08-12
Schwab U.S. Broad Market ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	SCHB
2025 (YTD)	+10.44%	+9.81%
2024	+24.97%	+23.93%
2023	+26.26%	+26.16%
2022	−18.14%	−19.46%
2021	+28.55%	+25.84%
2020	+18.38%	+20.76%
2019	+31.22%	+30.79%
2018	−4.92%	−5.30%
2017	+21.76%	+21.20%
2016	+11.21%	+12.67%
2015	+0.26%	+0.40%
2014	+13.55%	+12.68%
2013	+32.26%	+33.19%
2012	+15.90%	+16.34%
2011	+2.02%	+1.37%
2010	+14.98%	+17.10%
2009	+26.26%	+7.53%
2008	−36.70%	—
2007	+5.45%	—
2006	+15.68%	—
2005	+4.78%	—
2004	+10.70%	—
2003	+28.47%	—
2002	−22.18%	—
2001	−12.04%	—
2000	−9.19%	—
1999	+21.97%	—
1998	+28.26%	—
1997	+9.33%	—

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Drawdowns

Tue 2009-11-03? to Tue 2025-08-12	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