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

Wed 2013-01-23? to Tue 2025-08-26	YTD Return	TR Price
SWPPX ×	+10.87% 2025-08-26	16680 TR 2025-08-26
Schwab S&P 500 Index Fund Mutual Fund
SWORX ×	+13.29% 2025-08-26	3.262 TR 2025-08-26
Schwab Target 2055 Fund Mutual Fund

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Returns

Wed 2013-01-23? to Tue 2025-08-26	Overall Return	Exponential Trendline
SWPPX ×	+4,104.69% +34.58%/yr	+31.72%/yr (R2=0.789)
Schwab S&P 500 Index Fund Mutual Fund
SWORX ×	+226.25% +9.85%/yr	+8.37%/yr (R2=0.933)
Schwab Target 2055 Fund Mutual Fund

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Growth of $10,000

Wed 2013-01-23? to Tue 2025-08-26	Start Value	End Value
SWPPX ×	$10,000.00 2013-01-23	$420,468.87 2025-08-26
Schwab S&P 500 Index Fund Mutual Fund
SWORX ×	$10,000.00 2013-01-23	$32,624.57 2025-08-26
Schwab Target 2055 Fund Mutual Fund

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Annual Returns

Year	SWPPX	SWORX
2025 (YTD)	+10.87%	+13.29%
2024	+32.91%	+14.04%
2023	+163.92%	+20.76%
2022	+88.71%	−19.88%
2021	+121.39%	+18.22%
2020	+16.26%	+15.33%
2019	+28.92%	+24.67%
2018	−2.44%	−10.43%
2017	+19.67%	+22.47%
2016	+9.07%	+7.24%
2015	−1.88%	−0.44%
2014	+11.47%	+6.63%
2013	+30.01%	+22.93%
2012	+13.40%	—
2011	+0.00%	—
2010	+12.86%	—
2009	+153.65%	—
2008	−38.62%	—
2007	+3.60%	—
2006	+179.69%	—
2005	+2.99%	—
2004	+8.90%	—
2003	+151.72%	—
2002	+82.68%	—
2001	+47.67%	—
2000	+38.71%	—
1999	+100.00%	—
1998	+93.75%	—
1997	+60.00%	—

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Drawdowns

Wed 2013-01-23? to Tue 2025-08-26	Current Drawdown	Worst Drawdown
SWPPX ×	0.00%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWORX ×	−0.31%	−33.56% 2020-03-23
Schwab Target 2055 Fund Mutual Fund