All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Mon 1997-07-21? to Mon 2025-09-15 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+13.53%
2025-09-15 |
17080 TR
2025-09-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+25.96%
2025-09-15 |
4.311 TR
2025-09-15 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
+8.96%
2025-09-15 |
3.454 TR
2025-09-15 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Mon 1997-07-21? to Mon 2025-09-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+1,707,900.00%
+41.36%/yr |
+31.67%/yr
(R2=0.926) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+331.10%
+5.33%/yr |
+4.95%/yr
(R2=0.847) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
+236.35%
+4.40%/yr |
+4.21%/yr
(R2=0.785) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Mon 1997-07-21? to Mon 2025-09-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
1997-07-21 |
$170,800,000.00
2025-09-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
$10,000.00
1997-07-21 |
$43,109.71
2025-09-15 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
$10,000.00
1997-07-21 |
$33,635.31
2025-09-15 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Year | SWPPX | SWISX | SWSSX |
|---|---|---|---|
| 2025 (YTD) | +13.53% | +25.96% | +8.96% |
| 2024 | +32.91% | +3.54% | +11.57% |
| 2023 | +163.92% | +18.13% | +17.07% |
| 2022 | +88.71% | −14.30% | −20.43% |
| 2021 | +121.39% | +11.25% | +6.46% |
| 2020 | +16.26% | +8.13% | +18.43% |
| 2019 | +28.92% | +21.87% | +20.00% |
| 2018 | −2.44% | −13.38% | −18.51% |
| 2017 | +19.67% | +25.32% | +10.37% |
| 2016 | +9.07% | +1.07% | +18.17% |
| 2015 | −1.88% | −0.86% | −9.35% |
| 2014 | +11.47% | −5.71% | −1.00% |
| 2013 | +30.01% | +21.62% | +32.16% |
| 2012 | +13.40% | +18.92% | +13.66% |
| 2011 | +0.00% | −11.81% | −8.39% |
| 2010 | +12.86% | +6.62% | +27.01% |
| 2009 | +153.65% | +29.20% | +35.69% |
| 2008 | −38.62% | −41.82% | −34.97% |
| 2007 | +3.60% | +13.27% | −15.09% |
| 2006 | +179.69% | +25.01% | +3.43% |
| 2005 | +2.99% | +20.64% | +4.22% |
| 2004 | +8.90% | +18.33% | +16.58% |
| 2003 | +151.72% | +36.52% | +43.60% |
| 2002 | +82.68% | −15.63% | −22.37% |
| 2001 | +47.67% | −22.72% | −0.77% |
| 2000 | +38.71% | −17.53% | −8.88% |
| 1999 | +100.00% | +33.81% | +24.44% |
| 1998 | +93.75% | +15.96% | −8.65% |
| 1997 | +60.00% | −7.77% | +12.09% |
| Mon 1997-07-21? to Mon 2025-09-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | 0.00% |
−57.16%
2009-03-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × | 0.00% |
−60.65%
2009-03-09 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × | −3.26% |
−67.30%
2009-03-09 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||