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 | ||||||
| SWTSX × |
−6.16%
2025-04-28 |
6.432 TR
2025-04-28 |
||||
| Schwab Total Stock Market 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 | ||||||
| SWTSX × |
+150.36%
+11.88%/yr |
+12.43%/yr
(R2=0.905) |
||||
| Schwab Total Stock Market 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 | ||||||
| SWTSX × |
$10,000.00
2017-02-23 |
$25,036.01
2025-04-28 |
||||
| Schwab Total Stock Market 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 | SWTSX | SWAGX |
|---|---|---|---|
| 2025 (YTD) | −5.63% | −6.16% | +2.61% |
| 2024 | +24.96% | +23.84% | +1.38% |
| 2023 | +26.26% | +26.05% | +5.46% |
| 2022 | −18.14% | −19.54% | −13.06% |
| 2021 | +28.67% | +25.28% | −1.81% |
| 2020 | +18.38% | +20.71% | +7.27% |
| 2019 | +31.46% | +30.57% | +8.63% |
| 2018 | −4.92% | −5.85% | −0.11% |
| 2017 | +21.76% | +20.81% | +2.62% |
| 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% | — | — |
| 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 | ||||||
| SWTSX × | −10.33% |
−35.01%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × | −6.84% |
−18.84%
2022-10-24 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||