All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2024-01-05 to Fri 2025-04-25 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−5.68%
2025-04-25 |
9.929 TR
2025-04-25 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Fri 2024-01-05 to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+19.66%
+14.77%/yr |
+16.76%/yr
(R2=0.652) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Fri 2024-01-05 to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2024-01-05 |
$11,966.37
2025-04-25 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SWPPX |
|---|---|
| 2025 (YTD) | −5.68% |
| 2024 | +24.96% |
| 2023 | +26.26% |
| 2022 | −18.14% |
| 2021 | +28.67% |
| 2020 | +18.38% |
| 2019 | +31.46% |
| 2018 | −4.92% |
| 2017 | +21.76% |
| 2016 | +11.21% |
| 2015 | +0.26% |
| 2014 | +13.55% |
| 2013 | +32.26% |
| 2012 | +15.89% |
| 2011 | +2.02% |
| 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% |
| Fri 2024-01-05 to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −9.86% |
−18.74%
2025-04-08 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||