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 | ||||||
| SCHW × |
−5.83%
2026-04-02 |
387 TR
2026-04-02 |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| SCHD × |
+12.35%
2026-04-02 |
5.807 TR
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded 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 | ||||||
| SCHW × |
+836.57%
+16.74%/yr |
+14.59%/yr
(R2=0.878) |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| SCHD × |
+480.70%
+12.95%/yr |
+12.20%/yr
(R2=0.976) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded 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 | ||||||
| SCHW × |
$10,000.00
2011-10-20 |
$93,656.68
2026-04-02 |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$58,070.16
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHW | SCHD |
|---|---|---|---|
| 2026 (YTD) | −3.53% | −5.83% | +12.35% |
| 2025 | +17.87% | +36.65% | +4.34% |
| 2024 | +24.97% | +9.17% | +11.66% |
| 2023 | +26.26% | −15.97% | +4.54% |
| 2022 | −18.14% | +0.11% | −3.26% |
| 2021 | +28.67% | +60.23% | +29.87% |
| 2020 | +18.38% | +13.57% | +15.03% |
| 2019 | +31.46% | +16.38% | +27.29% |
| 2018 | −4.47% | −18.43% | −5.56% |
| 2017 | +21.81% | +31.15% | +20.85% |
| 2016 | +11.82% | +21.01% | +16.45% |
| 2015 | +1.31% | +9.92% | −0.30% |
| 2014 | +13.55% | +17.18% | +11.69% |
| 2013 | +32.27% | +83.30% | +32.88% |
| 2012 | +15.89% | +29.88% | +11.39% |
| 2011 | +2.02% | −33.13% | +5.31% |
| 2010 | +14.98% | −7.77% | — |
| 2009 | +26.26% | +18.07% | — |
| 2008 | −36.70% | −36.02% | — |
| 2007 | +5.46% | +39.94% | — |
| 2006 | +15.68% | +32.90% | — |
| 2005 | +4.78% | +23.56% | — |
| 2004 | +10.70% | +1.77% | — |
| 2003 | +28.47% | +9.65% | — |
| 2002 | −22.18% | −29.55% | — |
| 2001 | −12.04% | −45.35% | — |
| 2000 | −9.19% | +11.41% | — |
| 1999 | +30.72% | +36.34% | — |
| 1998 | +28.25% | +101.79% | — |
| 1997 | +16.32% | +97.55% | — |
| 1996 | — | +60.19% | — |
| 1995 | — | +74.42% | — |
| 1994 | — | +8.76% | — |
| 1993 | — | +87.32% | — |
| 1992 | — | −13.22% | — |
| 1991 | — | +304.00% | — |
| 1990 | — | −17.25% | — |
| 1989 | — | +107.06% | — |
| 1988 | — | +12.49% | — |
| 1987 | — | −63.64% | — |
| 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 | ||||||
| SCHW × | −12.24% |
−51.08%
2020-03-12 |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| SCHD × | −3.27% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||