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

Thu 2017-02-23? to Mon 2025-04-28	YTD Return	TR Price
SWPPX ×	−5.63% 2025-04-28	9.935 TR 2025-04-28
Schwab S&P 500 Index Fund Mutual Fund
SWAGX ×	+2.61% 2025-04-28	1.119 TR 2025-04-28
Schwab US Aggregate Bond Index Fund Mutual Fund

---

Returns

Thu 2017-02-23? to Mon 2025-04-28	Overall Return	Exponential Trendline
SWPPX ×	+166.83% +12.76%/yr	+13.35%/yr (R2=0.927)
Schwab S&P 500 Index Fund Mutual Fund
SWAGX ×	+11.87% +1.38%/yr	+0.60%/yr (R2=0.059)
Schwab US Aggregate Bond Index Fund Mutual Fund

---

Growth of $10,000

Thu 2017-02-23? to Mon 2025-04-28	Start Value	End Value
SWPPX ×	$10,000.00 2017-02-23	$26,683.00 2025-04-28
Schwab S&P 500 Index Fund Mutual Fund
SWAGX ×	$10,000.00 2017-02-23	$11,187.34 2025-04-28
Schwab US Aggregate Bond Index Fund Mutual Fund

---

Annual Returns

Year	SWPPX	SWAGX
2025 (YTD)	−5.63%	+2.61%
2024	+24.96%	+1.38%
2023	+26.26%	+5.46%
2022	−18.14%	−13.06%
2021	+28.67%	−1.81%
2020	+18.38%	+7.27%
2019	+31.46%	+8.63%
2018	−4.92%	−0.11%
2017	+21.76%	+2.62%
2016	+11.21%	—
2015	+0.26%	—
2014	+13.55%	—
2013	+32.26%	—
2012	+15.89%	—
2011	+2.02%	—
2010	+14.98%	—
2009	+26.26%	—
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	−9.19%	—
1999	+21.97%	—
1998	+28.26%	—
1997	+9.33%	—

---

Drawdowns

Thu 2017-02-23? to Mon 2025-04-28	Current Drawdown	Worst Drawdown
SWPPX ×	−9.80%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWAGX ×	−6.84%	−18.84% 2022-10-24
Schwab US Aggregate Bond Index Fund Mutual Fund