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

Wed 2017-10-11? to Mon 2026-04-13	YTD Return	TR Price
SWPPX ×	+0.91% 2026-04-13	14.58 TR 2026-04-13
Schwab S&P 500 Index Fund Mutual Fund
SCHK ×	+1.08% 2026-04-13	3 TR 2026-04-13
Schwab 1000 ETF Exchange-Traded Fund

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Returns

Wed 2017-10-11? to Mon 2026-04-13	Overall Return	Exponential Trendline
SWPPX ×	+208.79% +14.18%/yr	+14.04%/yr (R2=0.936)
Schwab S&P 500 Index Fund Mutual Fund
SCHK ×	+199.96% +13.79%/yr	+13.55%/yr (R2=0.925)
Schwab 1000 ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2017-10-11? to Mon 2026-04-13	Start Value	End Value
SWPPX ×	$10,000.00 2017-10-11	$30,879.27 2026-04-13
Schwab S&P 500 Index Fund Mutual Fund
SCHK ×	$10,000.00 2017-10-11	$29,995.64 2026-04-13
Schwab 1000 ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	SCHK
2026 (YTD)	+0.91%	+1.08%
2025	+17.87%	+17.23%
2024	+24.97%	+24.48%
2023	+26.26%	+26.63%
2022	−18.14%	−19.51%
2021	+28.67%	+26.17%
2020	+18.38%	+20.74%
2019	+31.46%	+31.31%
2018	−4.47%	−5.08%
2017	+21.81%	+5.07%
2016	+11.82%	—
2015	+1.31%	—
2014	+13.55%	—
2013	+32.27%	—
2012	+15.89%	—
2011	+2.02%	—
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%	—

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Drawdowns

Wed 2017-10-11? to Mon 2026-04-13	Current Drawdown	Worst Drawdown
SWPPX ×	−1.06%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHK ×	−1.06%	−34.80% 2020-03-23
Schwab 1000 ETF Exchange-Traded Fund