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

Total Real Returns

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

Fri 2011-01-28? to Thu 2025-04-24 YTD
Return
TR
Price
SWPPX
×
−6.37%
2025-04-24
9.857 TR
2025-04-24
Schwab S&P 500 Index Fund Mutual Fund
VXUS
×
+7.84%
2025-04-24
1.961 TR
2025-04-24
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Returns

Fri 2011-01-28? to Thu 2025-04-24 Overall
Return
Exponential
Trendline
SWPPX
×
+446.41%
+12.67%/yr
+13.14%/yr
(R2=0.978)
Schwab S&P 500 Index Fund Mutual Fund
VXUS
×
+96.13%
+4.85%/yr
+5.08%/yr
(R2=0.849)
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Growth of $10,000

Fri 2011-01-28? to Thu 2025-04-24 Start
Value
End
Value
SWPPX
×
$10,000.00
2011-01-28
$54,641.49
2025-04-24
Schwab S&P 500 Index Fund Mutual Fund
VXUS
×
$10,000.00
2011-01-28
$19,612.58
2025-04-24
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Annual Returns

Year SWPPX VXUS
2025 (YTD) −6.37% +7.84%
2024 +24.96% +5.08%
2023 +26.26% +15.90%
2022 −18.14% −16.09%
2021 +28.67% +8.98%
2020 +18.38% +10.67%
2019 +31.46% +21.75%
2018 −4.92% −14.43%
2017 +21.76% +27.46%
2016 +11.21% +4.78%
2015 +0.26% −4.18%
2014 +13.55% −4.74%
2013 +32.26% +14.59%
2012 +15.89% +18.61%
2011 +2.02% −14.44%
2010 +14.98%
2009 +26.26%
2008 −36.70%
2007 +5.45%
2006 +15.68%
2005 +4.78%
2004 +10.70%
2003 +28.47%
2002 −22.18%
2001 −12.04%
2000 −9.19%
1999 +21.97%
1998 +28.26%
1997 +9.33%

Drawdowns

Fri 2011-01-28? to Thu 2025-04-24 Current
Drawdown
Worst
Drawdown
SWPPX
×
−10.51% −33.80%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
VXUS
×
−1.49% −35.97%
2020-03-23
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund