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

Thu 2011-10-20? to Fri 2025-08-01	YTD Return	TR Price
SWPPX ×	+6.84% 2025-08-01	11.22 TR 2025-08-01
Schwab S&P 500 Index Fund Mutual Fund
SCHD ×	−1.61% 2025-08-01	4.874 TR 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Fri 2025-08-01	Overall Return	Exponential Trendline
SWPPX ×	+543.10% +14.46%/yr	+13.10%/yr (R2=0.977)
Schwab S&P 500 Index Fund Mutual Fund
SCHD ×	+387.37% +12.18%/yr	+12.36%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01	Start Value	End Value
SWPPX ×	$10,000.00 2011-10-20	$64,309.63 2025-08-01
Schwab S&P 500 Index Fund Mutual Fund
SCHD ×	$10,000.00 2011-10-20	$48,737.23 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	SCHD
2025 (YTD)	+6.84%	−1.61%
2024	+24.97%	+11.66%
2023	+26.26%	+4.54%
2022	−18.14%	−3.26%
2021	+28.55%	+29.87%
2020	+18.38%	+15.03%
2019	+31.22%	+27.29%
2018	−4.92%	−5.56%
2017	+21.76%	+20.85%
2016	+11.21%	+16.45%
2015	+0.26%	−0.30%
2014	+13.55%	+11.69%
2013	+32.26%	+32.88%
2012	+15.90%	+11.39%
2011	+2.02%	+5.31%
2010	+14.98%	—
2009	+26.26%	—
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

Thu 2011-10-20? to Fri 2025-08-01	Current Drawdown	Worst Drawdown
SWPPX ×	−2.37%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHD ×	−8.13%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund