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

Wed 2013-01-23? to Fri 2025-04-25	YTD Return	TR Price
SWPPX ×	−5.68% 2025-04-25	9.929 TR 2025-04-25
Schwab S&P 500 Index Fund Mutual Fund
SWNRX ×	−1.07% 2025-04-25	2.104 TR 2025-04-25
Schwab Target 2050 Fund Mutual Fund

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Returns

Wed 2013-01-23? to Fri 2025-04-25	Overall Return	Exponential Trendline
SWPPX ×	+350.74% +13.08%/yr	+12.74%/yr (R2=0.969)
Schwab S&P 500 Index Fund Mutual Fund
SWNRX ×	+110.36% +6.26%/yr	+5.36%/yr (R2=0.833)
Schwab Target 2050 Fund Mutual Fund

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Growth of $10,000

Wed 2013-01-23? to Fri 2025-04-25	Start Value	End Value
SWPPX ×	$10,000.00 2013-01-23	$45,074.33 2025-04-25
Schwab S&P 500 Index Fund Mutual Fund
SWNRX ×	$10,000.00 2013-01-23	$21,035.64 2025-04-25
Schwab Target 2050 Fund Mutual Fund

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Annual Returns

Year	SWPPX	SWNRX
2025 (YTD)	−5.68%	−1.07%
2024	+24.96%	+12.28%
2023	+26.26%	+18.89%
2022	−18.14%	−24.58%
2021	+28.67%	+14.36%
2020	+18.38%	+13.81%
2019	+31.46%	+20.70%
2018	−4.92%	−13.57%
2017	+21.76%	+21.70%
2016	+11.21%	+3.08%
2015	+0.26%	−3.89%
2014	+13.55%	+5.29%
2013	+32.26%	+22.53%
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%	—

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Drawdowns

Wed 2013-01-23? to Fri 2025-04-25	Current Drawdown	Worst Drawdown
SWPPX ×	−9.86%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWNRX ×	−6.42%	−33.04% 2020-03-23
Schwab Target 2050 Fund Mutual Fund