All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20💬 to Tue 2026-05-26 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+10.32%
2026-05-26 |
+31.11%
2026-05-26 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+20.11%
2026-05-26 |
+31.06%
2026-05-26 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Tue 2026-05-26 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+701.61%
+15.32%/yr |
+13.60%/yr
(R2=0.981) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+520.80%
+13.32%/yr |
+12.20%/yr
(R2=0.977) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Tue 2026-05-26 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2011-10-20 |
$80,160.74
2026-05-26 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$62,079.58
2026-05-26 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHD |
|---|---|---|
| 2026 (YTD) | +10.32% | +20.11% |
| 2025 | +17.87% | +4.34% |
| 2024 | +24.97% | +11.66% |
| 2023 | +26.26% | +4.54% |
| 2022 | −18.14% | −3.26% |
| 2021 | +28.67% | +29.87% |
| 2020 | +18.38% | +15.03% |
| 2019 | +31.46% | +27.29% |
| 2018 | −4.47% | −5.56% |
| 2017 | +21.81% | +20.85% |
| 2016 | +11.82% | +16.45% |
| 2015 | +1.31% | −0.30% |
| 2014 | +13.55% | +11.69% |
| 2013 | +32.27% | +32.88% |
| 2012 | +15.89% | +11.39% |
| 2011 | +2.02% | +5.31% |
| 2010 | +14.98% | — |
| 2009 | +26.26% | — |
| 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% | — |
| Thu 2011-10-20💬 to Tue 2026-05-26 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | — |
−33.80%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
−0.49%
from 2026-05-22 peak |
−33.37%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Period ending Tue 2026-05-26 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWPPX × | +31.11% |
+45.30% +20.49%/yr |
+86.04% +22.98%/yr |
+92.33% +13.98%/yr |
+324.28% +15.55%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | +31.06% |
+35.35% +16.30%/yr |
+55.61% +15.88%/yr |
+53.03% +8.88%/yr |
+237.60% +12.94%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||