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

Total Real Returns

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

×
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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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