All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2009-11-03? to Fri 2026-04-10 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−0.11%
2026-04-10 |
14.43 TR
2026-04-10 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SPY × |
−0.09%
2026-04-10 |
28.1 TR
2026-04-10 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHX × |
−0.28%
2026-04-10 |
8.719 TR
2026-04-10 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Fri 2026-04-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+777.36%
+14.13%/yr |
+13.60%/yr
(R2=0.986) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SPY × |
+772.44%
+14.09%/yr |
+13.56%/yr
(R2=0.986) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHX × |
+771.95%
+14.09%/yr |
+13.54%/yr
(R2=0.984) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Fri 2026-04-10 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2009-11-03 |
$87,735.99
2026-04-10 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SPY × |
$10,000.00
2009-11-03 |
$87,244.14
2026-04-10 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHX × |
$10,000.00
2009-11-03 |
$87,194.53
2026-04-10 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SPY | SCHX |
|---|---|---|---|
| 2026 (YTD) | −0.11% | −0.09% | −0.28% |
| 2025 | +17.87% | +17.72% | +17.46% |
| 2024 | +24.97% | +24.89% | +24.88% |
| 2023 | +26.26% | +26.18% | +26.84% |
| 2022 | −18.14% | −18.18% | −19.41% |
| 2021 | +28.67% | +28.73% | +26.81% |
| 2020 | +18.38% | +18.33% | +20.81% |
| 2019 | +31.46% | +31.22% | +31.22% |
| 2018 | −4.47% | −4.57% | −4.52% |
| 2017 | +21.81% | +21.71% | +21.95% |
| 2016 | +11.82% | +12.00% | +12.01% |
| 2015 | +1.31% | +1.23% | +1.05% |
| 2014 | +13.55% | +13.46% | +13.33% |
| 2013 | +32.27% | +32.31% | +32.42% |
| 2012 | +15.89% | +15.99% | +16.09% |
| 2011 | +2.02% | +1.89% | +1.55% |
| 2010 | +14.98% | +15.06% | +15.92% |
| 2009 | +26.26% | +26.35% | +7.34% |
| 2008 | −36.70% | −36.79% | — |
| 2007 | +5.46% | +5.15% | — |
| 2006 | +15.68% | +15.85% | — |
| 2005 | +4.78% | +4.83% | — |
| 2004 | +10.70% | +10.70% | — |
| 2003 | +28.47% | +28.18% | — |
| 2002 | −22.18% | −21.58% | — |
| 2001 | −12.04% | −11.76% | — |
| 2000 | −9.19% | −9.74% | — |
| 1999 | +30.72% | +20.39% | — |
| 1998 | +28.25% | +28.69% | — |
| 1997 | +16.32% | +33.48% | — |
| 1996 | — | +22.56% | — |
| 1995 | — | +38.04% | — |
| 1994 | — | +0.40% | — |
| 1993 | — | +8.64% | — |
| Tue 2009-11-03? to Fri 2026-04-10 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −2.07% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SPY × | −2.04% |
−33.72%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHX × | −2.31% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||