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

Total Real Returns

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

Thu 2001-05-31? to Fri 2026-04-17 YTD
Return
TR
Price
SWPPX
×
+4.45%
2026-04-17
15.09 TR
2026-04-17
Schwab S&P 500 Index Fund Mutual Fund
VTI
×
+4.88%
2026-04-17
9.465 TR
2026-04-17
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Returns

Thu 2001-05-31? to Fri 2026-04-17 Overall
Return
Exponential
Trendline
SWPPX
×
+792.09%
+9.19%/yr
+10.13%/yr
(R2=0.927)
Schwab S&P 500 Index Fund Mutual Fund
VTI
×
+846.48%
+9.45%/yr
+10.28%/yr
(R2=0.939)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Growth of $10,000

Thu 2001-05-31? to Fri 2026-04-17 Start
Value
End
Value
SWPPX
×
$10,000.00
2001-05-31
$89,209.19
2026-04-17
Schwab S&P 500 Index Fund Mutual Fund
VTI
×
$10,000.00
2001-05-31
$94,647.54
2026-04-17
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund

Annual Returns

Year SWPPX VTI
2026 (YTD) +4.45% +4.88%
2025 +17.87% +17.10%
2024 +24.97% +23.81%
2023 +26.26% +26.05%
2022 −18.14% −19.52%
2021 +28.67% +25.68%
2020 +18.38% +21.08%
2019 +31.46% +30.67%
2018 −4.47% −5.23%
2017 +21.81% +21.21%
2016 +11.82% +12.82%
2015 +1.31% +0.36%
2014 +13.55% +12.55%
2013 +32.27% +33.45%
2012 +15.89% +16.45%
2011 +2.02% +0.97%
2010 +14.98% +17.43%
2009 +26.26% +28.90%
2008 −36.70% −36.99%
2007 +5.46% +5.37%
2006 +15.68% +15.70%
2005 +4.78% +6.30%
2004 +10.70% +12.78%
2003 +28.47% +30.74%
2002 −22.18% −20.48%
2001 −12.04% −7.29%
2000 −9.19%
1999 +30.72%
1998 +28.25%
1997 +16.32%

Drawdowns

Thu 2001-05-31? to Fri 2026-04-17 Current
Drawdown
Worst
Drawdown
SWPPX
×
0.00% −55.06%
2009-03-09
Schwab S&P 500 Index Fund Mutual Fund
VTI
×
0.00% −55.45%
2009-03-09
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund