All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Mon 1997-07-21? to Fri 2025-06-06 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+2.61%
2025-06-06 |
10.93 TR
2025-06-06 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+18.71%
2025-06-06 |
4.063 TR
2025-06-06 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
−3.78%
2025-06-06 |
3.05 TR
2025-06-06 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Mon 1997-07-21? to Fri 2025-06-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+970.29%
+8.88%/yr |
+8.07%/yr
(R2=0.861) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+306.27%
+5.16%/yr |
+4.91%/yr
(R2=0.843) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
+197.02%
+3.98%/yr |
+4.20%/yr
(R2=0.779) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Mon 1997-07-21? to Fri 2025-06-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
1997-07-21 |
$107,028.55
2025-06-06 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
$10,000.00
1997-07-21 |
$40,627.27
2025-06-06 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
$10,000.00
1997-07-21 |
$29,702.11
2025-06-06 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Year | SWPPX | SWISX | SWSSX |
|---|---|---|---|
| 2025 (YTD) | +2.61% | +18.71% | −3.78% |
| 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% | +6.46% |
| 2020 | +18.38% | +8.13% | +18.43% |
| 2019 | +31.45% | +21.87% | +20.00% |
| 2018 | −4.47% | −13.38% | −18.51% |
| 2017 | +21.81% | +25.32% | +10.37% |
| 2016 | +11.82% | +1.07% | +18.17% |
| 2015 | +1.31% | −0.86% | −9.35% |
| 2014 | +13.55% | −5.71% | −1.00% |
| 2013 | +32.26% | +21.62% | +32.16% |
| 2012 | +15.89% | +18.92% | +13.66% |
| 2011 | +2.02% | −11.81% | −8.39% |
| 2010 | +14.98% | +6.62% | +27.01% |
| 2009 | +26.26% | +29.20% | +35.69% |
| 2008 | −36.70% | −41.82% | −34.97% |
| 2007 | +5.45% | +13.27% | −15.09% |
| 2006 | +15.68% | +25.01% | +3.43% |
| 2005 | +4.78% | +20.64% | +4.22% |
| 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% | −17.53% | −8.88% |
| 1999 | +20.80% | +33.81% | +24.44% |
| 1998 | +28.26% | +15.96% | −8.65% |
| 1997 | +9.33% | −7.77% | +12.09% |
| Mon 1997-07-21? to Fri 2025-06-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −1.93% |
−55.06%
2009-03-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × | −0.07% |
−60.65%
2009-03-09 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × | −14.58% |
−67.30%
2009-03-09 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||