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

Total Real Returns

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

Mon 1999-07-12? to Wed 2025-05-07 YTD
Return
TR
Price
SWPPX
×
−3.86%
2025-05-07
10.12 TR
2025-05-07
Schwab S&P 500 Index Fund Mutual Fund
SWTSX
×
−4.38%
2025-05-07
6.554 TR
2025-05-07
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
+13.49%
2025-05-07
3.884 TR
2025-05-07
Schwab International Index Fund Select Shares Mutual Fund

Returns

Mon 1999-07-12? to Wed 2025-05-07 Overall
Return
Exponential
Trendline
SWPPX
×
+530.80%
+7.39%/yr
+8.58%/yr
(R2=0.870)
Schwab S&P 500 Index Fund Mutual Fund
SWTSX
×
+555.39%
+7.55%/yr
+8.74%/yr
(R2=0.893)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
+237.72%
+4.83%/yr
+5.06%/yr
(R2=0.823)
Schwab International Index Fund Select Shares Mutual Fund

Growth of $10,000

Mon 1999-07-12? to Wed 2025-05-07 Start
Value
End
Value
SWPPX
×
$10,000.00
1999-07-12
$63,080.09
2025-05-07
Schwab S&P 500 Index Fund Mutual Fund
SWTSX
×
$10,000.00
1999-07-12
$65,538.73
2025-05-07
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
$10,000.00
1999-07-12
$33,772.05
2025-05-07
Schwab International Index Fund Select Shares Mutual Fund

Annual Returns

Year SWPPX SWTSX SWISX
2025 (YTD) −3.86% −4.38% +13.49%
2024 +24.96% +23.84% +3.54%
2023 +26.26% +26.05% +18.13%
2022 −18.14% −19.54% −14.30%
2021 +28.67% +25.28% +11.25%
2020 +18.38% +20.71% +8.13%
2019 +31.46% +30.57% +21.87%
2018 −4.92% −5.85% −13.38%
2017 +21.76% +20.81% +25.32%
2016 +11.21% +12.06% +1.07%
2015 +0.26% −0.43% −0.86%
2014 +13.55% +11.71% −5.71%
2013 +32.26% +32.75% +21.62%
2012 +15.89% +16.29% +18.92%
2011 +2.02% +1.28% −11.81%
2010 +14.98% +17.24% +6.62%
2009 +26.26% +28.30% +29.20%
2008 −36.70% −36.56% −41.82%
2007 +5.45% +5.12% +13.27%
2006 +15.68% +15.53% +25.01%
2005 +4.78% +6.22% +20.64%
2004 +10.70% +12.48% +18.33%
2003 +28.47% +30.98% +36.52%
2002 −22.18% −20.43% −15.63%
2001 −12.04% −11.09% −22.72%
2000 −9.19% −10.51% −17.53%
1999 +21.97% +8.59% +33.81%
1998 +28.26% +15.96%
1997 +9.33% −7.77%

Drawdowns

Mon 1999-07-12? to Wed 2025-05-07 Current
Drawdown
Worst
Drawdown
SWPPX
×
−8.11% −55.06%
2009-03-09
Schwab S&P 500 Index Fund Mutual Fund
SWTSX
×
−8.63% −54.70%
2009-03-09
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
−0.35% −60.65%
2009-03-09
Schwab International Index Fund Select Shares Mutual Fund