All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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