All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2009-12-11? to Wed 2026-04-15 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+2.91%
2026-04-15 |
14.87 TR
2026-04-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
+3.26%
2026-04-15 |
8.744 TR
2026-04-15 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × |
−1.50%
2026-04-15 |
11.67 TR
2026-04-15 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Wed 2026-04-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+751.74%
+14.01%/yr |
+13.61%/yr
(R2=0.985) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
+725.09%
+13.78%/yr |
+13.22%/yr
(R2=0.982) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × |
+1,066.95%
+16.22%/yr |
+16.22%/yr
(R2=0.980) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Wed 2026-04-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2009-12-11 |
$85,173.65
2026-04-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
$10,000.00
2009-12-11 |
$82,508.55
2026-04-15 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × |
$10,000.00
2009-12-11 |
$116,695.15
2026-04-15 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHB | SCHG |
|---|---|---|---|
| 2026 (YTD) | +2.91% | +3.26% | −1.50% |
| 2025 | +17.87% | +16.94% | +17.50% |
| 2024 | +24.97% | +23.93% | +34.96% |
| 2023 | +26.26% | +26.16% | +50.10% |
| 2022 | −18.14% | −19.46% | −31.80% |
| 2021 | +28.67% | +25.84% | +28.11% |
| 2020 | +18.38% | +20.76% | +39.14% |
| 2019 | +31.46% | +30.79% | +36.02% |
| 2018 | −4.47% | −5.30% | −1.36% |
| 2017 | +21.81% | +21.20% | +28.05% |
| 2016 | +11.82% | +12.67% | +6.82% |
| 2015 | +1.31% | +0.40% | +3.24% |
| 2014 | +13.55% | +12.68% | +15.80% |
| 2013 | +32.27% | +33.19% | +34.04% |
| 2012 | +15.89% | +16.34% | +16.88% |
| 2011 | +2.02% | +1.37% | −0.74% |
| 2010 | +14.98% | +17.10% | +16.84% |
| 2009 | +26.26% | +7.53% | +2.70% |
| 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% | — | — |
| Fri 2009-12-11? to Wed 2026-04-15 |
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 | ||||||
| SCHG × | −4.54% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||