All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Mon 1997-07-21? 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 | ||||||
| SWISX × |
+2.05%
2026-04-02 |
4.596 TR
2026-04-02 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
+2.26%
2026-04-02 |
15.86 TR
2026-04-02 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Mon 1997-07-21? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+1,183.28%
+9.30%/yr |
+7.74%/yr
(R2=0.411) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+359.61%
+5.46%/yr |
+5.05%/yr
(R2=0.854) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
+1,444.47%
+10.01%/yr |
+11.24%/yr
(R2=0.936) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Mon 1997-07-21? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
1997-07-21 |
$128,327.65
2026-04-02 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
$10,000.00
1997-07-21 |
$45,961.33
2026-04-02 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
$10,000.00
1997-07-21 |
$154,447.18
2026-04-02 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Year | SWPPX | SWISX | SWSSX |
|---|---|---|---|
| 2026 (YTD) | −3.53% | +2.05% | +2.26% |
| 2025 | +17.87% | +31.59% | +12.88% |
| 2024 | +24.97% | +3.54% | +11.57% |
| 2023 | +26.26% | +18.13% | +17.07% |
| 2022 | −18.14% | −14.30% | −20.43% |
| 2021 | +28.67% | +11.25% | +24.48% |
| 2020 | +18.38% | +8.14% | +21.86% |
| 2019 | +31.46% | +21.87% | +31.81% |
| 2018 | −4.47% | −13.38% | −2.44% |
| 2017 | +21.81% | +25.32% | +19.51% |
| 2016 | +11.82% | +1.07% | +24.73% |
| 2015 | +1.31% | −0.86% | +1.19% |
| 2014 | +13.55% | −5.71% | +11.70% |
| 2013 | +32.27% | +21.62% | +45.93% |
| 2012 | +15.89% | +18.92% | +19.30% |
| 2011 | +2.02% | −11.81% | +3.37% |
| 2010 | +14.98% | +6.62% | +27.70% |
| 2009 | +26.26% | +29.19% | +35.69% |
| 2008 | −36.70% | −41.82% | −34.97% |
| 2007 | +5.46% | +13.27% | +21.33% |
| 2006 | +15.68% | +25.01% | +3.44% |
| 2005 | +4.78% | +20.64% | +5.55% |
| 2004 | +10.70% | +18.33% | +16.58% |
| 2003 | +28.47% | +36.52% | +43.60% |
| 2002 | −22.18% | −15.63% | −22.37% |
| 2001 | −12.04% | −22.72% | −0.77% |
| 2000 | −9.19% | −17.52% | −8.88% |
| 1999 | +30.72% | +33.81% | +24.44% |
| 1998 | +28.25% | +15.96% | −8.64% |
| 1997 | +16.32% | −7.77% | +12.09% |
| Mon 1997-07-21? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −100.00% |
−100.00%
2009-03-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × | −7.28% |
−60.65%
2009-03-09 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × | −6.67% |
−57.18%
2009-03-09 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||