All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Fri 2005-04-15 to Fri 2025-05-02 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWPPX × |
−2.91%
2025-05-02 |
10.22 TR
2025-05-02 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
−3.45%
2025-05-02 |
6.618 TR
2025-05-02 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Fri 2005-04-15 to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWPPX × |
+613.43%
+10.30%/yr |
+10.96%/yr
(R2=0.926) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
+590.97%
+10.12%/yr |
+10.73%/yr
(R2=0.930) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Fri 2005-04-15 to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWPPX × |
$10,000.00
2005-04-15 |
$71,342.52
2025-05-02 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
$10,000.00
2005-04-15 |
$69,096.77
2025-05-02 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Year | SWPPX | SWTSX |
---|---|---|
2025 (YTD) | −2.91% | −3.45% |
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% | — |
Fri 2005-04-15 to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWPPX × | −7.21% |
−55.06%
2009-03-09 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × | −7.74% |
−54.70%
2009-03-09 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||