All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2021-04-29? to Fri 2026-04-17 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+4.45%
2026-04-17 |
15.09 TR
2026-04-17 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+14.15%
2026-04-17 |
5.9 TR
2026-04-17 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHY × |
+10.64%
2026-04-17 |
1.568 TR
2026-04-17 |
||||
| Schwab International Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2021-04-29? to Fri 2026-04-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+81.67%
+12.77%/yr |
+13.60%/yr
(R2=0.795) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+48.52%
+8.29%/yr |
+6.62%/yr
(R2=0.742) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHY × |
+56.84%
+9.49%/yr |
+7.65%/yr
(R2=0.609) |
||||
| Schwab International Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2021-04-29? to Fri 2026-04-17 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2021-04-29 |
$18,166.67
2026-04-17 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2021-04-29 |
$14,852.48
2026-04-17 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHY × |
$10,000.00
2021-04-29 |
$15,684.17
2026-04-17 |
||||
| Schwab International Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHD | SCHY |
|---|---|---|---|
| 2026 (YTD) | +4.45% | +14.15% | +10.64% |
| 2025 | +17.87% | +4.34% | +33.98% |
| 2024 | +24.97% | +11.66% | −1.78% |
| 2023 | +26.26% | +4.54% | +14.26% |
| 2022 | −18.14% | −3.26% | −9.42% |
| 2021 | +28.67% | +29.87% | +4.09% |
| 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 2021-04-29? to Fri 2026-04-17 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | 0.00% |
−24.51%
2022-10-12 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −1.72% |
−16.85%
2022-09-30 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHY × | −2.76% |
−24.03%
2022-09-27 |
||||
| Schwab International Dividend Equity ETF Exchange-Traded Fund | ||||||