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

Thu 2015-10-22? to Fri 2025-12-12	YTD Return	TR Price
SWPPX ×	+16.18% 2025-12-12	14.24 TR 2025-12-12
Schwab S&P 500 Index Fund Mutual Fund
SPYD ×	+5.12% 2025-12-12	2.302 TR 2025-12-12
SPDR Portfolio S&P 500 High Dividend ETF Exchange-Traded Fund

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Returns

Thu 2015-10-22? to Fri 2025-12-12	Overall Return	Exponential Trendline
SWPPX ×	+291.14% +14.40%/yr	+13.99%/yr (R2=0.961)
Schwab S&P 500 Index Fund Mutual Fund
SPYD ×	+130.16% +8.57%/yr	+7.69%/yr (R2=0.824)
SPDR Portfolio S&P 500 High Dividend ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2015-10-22? to Fri 2025-12-12	Start Value	End Value
SWPPX ×	$10,000.00 2015-10-22	$39,113.90 2025-12-12
Schwab S&P 500 Index Fund Mutual Fund
SPYD ×	$10,000.00 2015-10-22	$23,016.28 2025-12-12
SPDR Portfolio S&P 500 High Dividend ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	SPYD
2025 (YTD)	+16.18%	+5.12%
2024	+24.96%	+15.34%
2023	+26.26%	+3.91%
2022	−18.14%	−1.17%
2021	+28.67%	+32.74%
2020	+18.39%	−11.64%
2019	+31.45%	+21.20%
2018	−4.47%	−4.89%
2017	+21.81%	+12.67%
2016	+11.82%	+24.59%
2015	+1.31%	−2.60%
2014	+13.55%	—
2013	+32.27%	—
2012	+15.89%	—
2011	+2.02%	—
2010	+14.98%	—
2009	+26.27%	—
2008	−36.70%	—
2007	+5.45%	—
2006	+15.68%	—
2005	+4.78%	—
2004	+10.70%	—
2003	+28.47%	—
2002	−22.18%	—
2001	−12.04%	—
2000	−9.18%	—
1999	+30.71%	—
1998	+28.25%	—
1997	+16.32%	—

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Drawdowns

Thu 2015-10-22? to Fri 2025-12-12	Current Drawdown	Worst Drawdown
SWPPX ×	−2.13%	−33.79% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SPYD ×	−2.70%	−46.42% 2020-03-23
SPDR Portfolio S&P 500 High Dividend ETF Exchange-Traded Fund