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

Tue 2009-11-03? to Wed 2025-06-11	YTD Return	TR Price
SWPPX ×	+3.00% 2025-06-11	10.97 TR 2025-06-11
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	+2.55% 2025-06-11	7.426 TR 2025-06-11
Schwab U.S. Broad Market ETF Exchange-Traded Fund

---

Returns

Tue 2009-11-03? to Wed 2025-06-11	Overall Return	Exponential Trendline
SWPPX ×	+667.59% +13.95%/yr	+13.44%/yr (R2=0.984)
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	+642.62% +13.71%/yr	+13.09%/yr (R2=0.980)
Schwab U.S. Broad Market ETF Exchange-Traded Fund

---

Growth of $10,000

Tue 2009-11-03? to Wed 2025-06-11	Start Value	End Value
SWPPX ×	$10,000.00 2009-11-03	$76,759.24 2025-06-11
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	$10,000.00 2009-11-03	$74,262.49 2025-06-11
Schwab U.S. Broad Market ETF Exchange-Traded Fund

---

Annual Returns

Year	SWPPX	SCHB
2025 (YTD)	+3.00%	+2.55%
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	+31.45%	+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	+32.26%	+33.19%
2012	+15.89%	+16.34%
2011	+2.02%	+1.37%
2010	+14.98%	+17.09%
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	+20.80%	—
1998	+28.26%	—
1997	+9.33%	—

---

Drawdowns

Tue 2009-11-03? to Wed 2025-06-11	Current Drawdown	Worst Drawdown
SWPPX ×	−1.56%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	−1.99%	−35.27% 2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund