All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

Tue 2009-11-03? to Fri 2026-05-01 YTD
Return
TR
Price
SWPPX
×
+5.99%
2026-05-01
15.32 TR
2026-05-01
Schwab S&P 500 Index Fund Mutual Fund
SCHF
×
+9.11%
2026-05-01
3.343 TR
2026-05-01
Schwab International Equity ETF Exchange-Traded Fund

Returns

Tue 2009-11-03? to Fri 2026-05-01 Overall
Return
Exponential
Trendline
SWPPX
×
+830.94%
+14.49%/yr
+13.61%/yr
(R2=0.986)
Schwab S&P 500 Index Fund Mutual Fund
SCHF
×
+234.32%
+7.59%/yr
+5.96%/yr
(R2=0.894)
Schwab International Equity ETF Exchange-Traded Fund

Growth of $10,000

Tue 2009-11-03? to Fri 2026-05-01 Start
Value
End
Value
SWPPX
×
$10,000.00
2009-11-03
$93,094.30
2026-05-01
Schwab S&P 500 Index Fund Mutual Fund
SCHF
×
$10,000.00
2009-11-03
$33,431.59
2026-05-01
Schwab International Equity ETF Exchange-Traded Fund

Annual Returns

Year SWPPX SCHF
2026 (YTD) +5.99% +9.11%
2025 +17.87% +34.55%
2024 +24.97% +3.28%
2023 +26.26% +18.35%
2022 −18.14% −14.80%
2021 +28.67% +11.40%
2020 +18.38% +9.48%
2019 +31.46% +22.26%
2018 −4.47% −14.29%
2017 +21.81% +26.03%
2016 +11.82% +3.03%
2015 +1.31% −2.49%
2014 +13.55% −5.68%
2013 +32.27% +18.95%
2012 +15.89% +18.82%
2011 +2.02% −12.57%
2010 +14.98% +9.29%
2009 +26.26% +4.83%
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%

Drawdowns

Tue 2009-11-03? to Fri 2026-05-01 Current
Drawdown
Worst
Drawdown
SWPPX
×
0.00% −33.80%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHF
×
−1.99% −34.87%
2020-03-23
Schwab International Equity ETF Exchange-Traded Fund