All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2017-02-23? 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 | ||||||
| SWAGX × |
+2.61%
2025-04-28 |
1.119 TR
2025-04-28 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+166.83%
+12.76%/yr |
+13.35%/yr
(R2=0.927) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWSSX × |
+21.68%
+2.43%/yr |
+2.94%/yr
(R2=0.226) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+11.87%
+1.38%/yr |
+0.60%/yr
(R2=0.059) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2017-02-23 |
$26,683.00
2025-04-28 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWSSX × |
$10,000.00
2017-02-23 |
$12,167.89
2025-04-28 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
$10,000.00
2017-02-23 |
$11,187.34
2025-04-28 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWPPX | SWSSX | SWAGX |
|---|---|---|---|
| 2025 (YTD) | −5.63% | −11.48% | +2.61% |
| 2024 | +24.96% | +11.57% | +1.38% |
| 2023 | +26.26% | +17.07% | +5.46% |
| 2022 | −18.14% | −20.43% | −13.06% |
| 2021 | +28.67% | +6.46% | −1.81% |
| 2020 | +18.38% | +18.43% | +7.27% |
| 2019 | +31.46% | +20.00% | +8.63% |
| 2018 | −4.92% | −18.51% | −0.11% |
| 2017 | +21.76% | +10.37% | +2.62% |
| 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% | — |
| Thu 2017-02-23? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −9.80% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWSSX × | −21.41% |
−48.99%
2020-03-18 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × | −6.84% |
−18.84%
2022-10-24 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||