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

Total Real Returns

SWPPX,VOO,VTI,SPY: Total Return Chart (with Dividends Reinvested)

Thu 2010-09-09? to Thu 2026-04-02 YTD
Return
TR
Price
SWPPX
×
−3.53%
2026-04-02
13.94 TR
2026-04-02
Schwab S&P 500 Index Fund Mutual Fund
VOO
×
−3.55%
2026-04-02
7.922 TR
2026-04-02
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
−3.13%
2026-04-02
8.742 TR
2026-04-02
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPY
×
−3.56%
2026-04-02
27.12 TR
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Thu 2010-09-09? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SWPPX
×
+688.30%
+14.19%/yr
+13.57%/yr
(R2=0.983)
Schwab S&P 500 Index Fund Mutual Fund
VOO
×
+692.24%
+14.22%/yr
+13.61%/yr
(R2=0.984)
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
+656.22%
+13.88%/yr
+13.15%/yr
(R2=0.980)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPY
×
+683.27%
+14.14%/yr
+13.53%/yr
(R2=0.983)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Thu 2010-09-09? to Thu 2026-04-02 Start
Value
End
Value
SWPPX
×
$10,000.00
2010-09-09
$78,829.67
2026-04-02
Schwab S&P 500 Index Fund Mutual Fund
VOO
×
$10,000.00
2010-09-09
$79,224.25
2026-04-02
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
$10,000.00
2010-09-09
$75,621.89
2026-04-02
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPY
×
$10,000.00
2010-09-09
$78,327.05
2026-04-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SWPPX VOO VTI SPY
2026 (YTD) −3.53% −3.55% −3.13% −3.56%
2025 +17.87% +17.82% +17.10% +17.72%
2024 +24.97% +24.98% +23.81% +24.89%
2023 +26.26% +26.32% +26.05% +26.18%
2022 −18.14% −18.17% −19.52% −18.18%
2021 +28.67% +28.79% +25.68% +28.73%
2020 +18.38% +18.32% +21.08% +18.33%
2019 +31.46% +31.37% +30.67% +31.22%
2018 −4.47% −4.50% −5.23% −4.57%
2017 +21.81% +21.77% +21.21% +21.71%
2016 +11.82% +12.17% +12.82% +12.00%
2015 +1.31% +1.33% +0.36% +1.23%
2014 +13.55% +13.56% +12.55% +13.46%
2013 +32.27% +32.39% +33.45% +32.31%
2012 +15.89% +15.99% +16.45% +15.99%
2011 +2.02% +1.90% +0.97% +1.89%
2010 +14.98% +14.78% +17.43% +15.06%
2009 +26.26% +28.90% +26.35%
2008 −36.70% −36.99% −36.79%
2007 +5.46% +5.37% +5.15%
2006 +15.68% +15.70% +15.85%
2005 +4.78% +6.30% +4.83%
2004 +10.70% +12.78% +10.70%
2003 +28.47% +30.74% +28.18%
2002 −22.18% −20.48% −21.58%
2001 −12.04% −7.29% −11.76%
2000 −9.19% −9.74%
1999 +30.72% +20.39%
1998 +28.25% +28.69%
1997 +16.32% +33.48%
1996 +22.56%
1995 +38.04%
1994 +0.40%
1993 +8.64%

Drawdowns

Thu 2010-09-09? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SWPPX
×
−5.42% −33.80%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
VOO
×
−5.44% −33.99%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
VTI
×
−5.39% −35.00%
2020-03-23
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SPY
×
−5.44% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund