All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Thu 2026-04-02 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−3.53%
2026-04-02 |
13.94 TR
2026-04-02 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+12.35%
2026-04-02 |
5.807 TR
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+2.05%
2026-04-02 |
4.596 TR
2026-04-02 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+600.94%
+14.43%/yr |
+13.56%/yr
(R2=0.980) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+480.70%
+12.95%/yr |
+12.20%/yr
(R2=0.976) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+200.74%
+7.92%/yr |
+6.04%/yr
(R2=0.873) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2011-10-20 |
$70,094.04
2026-04-02 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$58,070.16
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
$10,000.00
2011-10-20 |
$30,073.88
2026-04-02 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Year | SWPPX | SCHD | SWISX |
|---|---|---|---|
| 2026 (YTD) | −3.53% | +12.35% | +2.05% |
| 2025 | +17.87% | +4.34% | +31.59% |
| 2024 | +24.97% | +11.66% | +3.54% |
| 2023 | +26.26% | +4.54% | +18.13% |
| 2022 | −18.14% | −3.26% | −14.30% |
| 2021 | +28.67% | +29.87% | +11.25% |
| 2020 | +18.38% | +15.03% | +8.14% |
| 2019 | +31.46% | +27.29% | +21.87% |
| 2018 | −4.47% | −5.56% | −13.38% |
| 2017 | +21.81% | +20.85% | +25.32% |
| 2016 | +11.82% | +16.45% | +1.07% |
| 2015 | +1.31% | −0.30% | −0.86% |
| 2014 | +13.55% | +11.69% | −5.71% |
| 2013 | +32.27% | +32.88% | +21.62% |
| 2012 | +15.89% | +11.39% | +18.92% |
| 2011 | +2.02% | +5.31% | −11.81% |
| 2010 | +14.98% | — | +6.62% |
| 2009 | +26.26% | — | +29.19% |
| 2008 | −36.70% | — | −41.82% |
| 2007 | +5.46% | — | +13.27% |
| 2006 | +15.68% | — | +25.01% |
| 2005 | +4.78% | — | +20.64% |
| 2004 | +10.70% | — | +18.33% |
| 2003 | +28.47% | — | +36.52% |
| 2002 | −22.18% | — | −15.63% |
| 2001 | −12.04% | — | −22.72% |
| 2000 | −9.19% | — | −17.52% |
| 1999 | +30.72% | — | +33.81% |
| 1998 | +28.25% | — | +15.96% |
| 1997 | +16.32% | — | −7.77% |
| Thu 2011-10-20? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −5.42% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −3.27% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × | −7.28% |
−33.83%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||