All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Mon 1999-07-12? 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 | ||||||
SWTSX × |
−6.16%
2025-04-28 |
6.432 TR
2025-04-28 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Mon 1999-07-12? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWPPX × |
+519.17%
+7.32%/yr |
+8.57%/yr
(R2=0.870) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
+543.21%
+7.48%/yr |
+8.74%/yr
(R2=0.893) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Mon 1999-07-12? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWPPX × |
$10,000.00
1999-07-12 |
$61,917.19
2025-04-28 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
$10,000.00
1999-07-12 |
$64,321.34
2025-04-28 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Year | SWPPX | SWTSX |
---|---|---|
2025 (YTD) | −5.63% | −6.16% |
2024 | +24.96% | +23.84% |
2023 | +26.26% | +26.05% |
2022 | −18.14% | −19.54% |
2021 | +28.67% | +25.28% |
2020 | +18.38% | +20.71% |
2019 | +31.46% | +30.57% |
2018 | −4.92% | −5.85% |
2017 | +21.76% | +20.81% |
2016 | +11.21% | +12.06% |
2015 | +0.26% | −0.43% |
2014 | +13.55% | +11.71% |
2013 | +32.26% | +32.75% |
2012 | +15.89% | +16.29% |
2011 | +2.02% | +1.28% |
2010 | +14.98% | +17.24% |
2009 | +26.26% | +28.30% |
2008 | −36.70% | −36.56% |
2007 | +5.45% | +5.12% |
2006 | +15.68% | +15.53% |
2005 | +4.78% | +6.22% |
2004 | +10.70% | +12.48% |
2003 | +28.47% | +30.98% |
2002 | −22.18% | −20.43% |
2001 | −12.04% | −11.09% |
2000 | −9.19% | −10.51% |
1999 | +21.97% | +8.59% |
1998 | +28.26% | — |
1997 | +9.33% | — |
Mon 1999-07-12? 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 | ||||||
SWTSX × | −10.33% |
−54.70%
2009-03-09 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||