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

Thu 1997-07-03? to Mon 2025-04-28	YTD Return	TR Price
SWPPX ×	−5.63% 2025-04-28	9.935 TR 2025-04-28
Schwab S&P 500 Index Fund Mutual Fund
SWSSX ×	−11.48% 2025-04-28	2.806 TR 2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund

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Returns

Thu 1997-07-03? to Mon 2025-04-28	Overall Return	Exponential Trendline
SWPPX ×	+868.97% +8.51%/yr	+7.95%/yr (R2=0.862)
Schwab S&P 500 Index Fund Mutual Fund
SWSSX ×	+180.58% +3.78%/yr	+4.19%/yr (R2=0.777)
Schwab Small-Cap Index Fund Select Shares Mutual Fund

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Growth of $10,000

Thu 1997-07-03? to Mon 2025-04-28	Start Value	End Value
SWPPX ×	$10,000.00 1997-07-03	$96,897.11 2025-04-28
Schwab S&P 500 Index Fund Mutual Fund
SWSSX ×	$10,000.00 1997-07-03	$28,058.37 2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund

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Annual Returns

Year	SWPPX	SWSSX
2025 (YTD)	−5.63%	−11.48%
2024	+24.96%	+11.57%
2023	+26.26%	+17.07%
2022	−18.14%	−20.43%
2021	+28.67%	+6.46%
2020	+18.38%	+18.43%
2019	+31.46%	+20.00%
2018	−4.92%	−18.51%
2017	+21.76%	+10.37%
2016	+11.21%	+18.17%
2015	+0.26%	−9.35%
2014	+13.55%	−1.00%
2013	+32.26%	+32.16%
2012	+15.89%	+13.66%
2011	+2.02%	−8.39%
2010	+14.98%	+27.01%
2009	+26.26%	+35.69%
2008	−36.70%	−34.97%
2007	+5.45%	−15.09%
2006	+15.68%	+3.43%
2005	+4.78%	+4.22%
2004	+10.70%	+16.58%
2003	+28.47%	+43.60%
2002	−22.18%	−22.37%
2001	−12.04%	−0.77%
2000	−9.19%	−8.88%
1999	+21.97%	+24.44%
1998	+28.26%	−8.65%
1997	+9.33%	+12.09%

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Drawdowns

Thu 1997-07-03? to Mon 2025-04-28	Current Drawdown	Worst Drawdown
SWPPX ×	−9.80%	−55.06% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund
SWSSX ×	−21.41%	−67.30% 2009-03-09
Schwab Small-Cap Index Fund Select Shares Mutual Fund