All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

O,T,SWPPX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 1997-06-17? to Fri 2025-05-09 YTD
Return
TRR
Price
O
×
+7.00%
2025-05-09
22.79 TRR
2025-05-09
Realty Income Corporation NYSE Common Stock
T
×
+23.24%
2025-05-09
36.5 TRR
2025-05-09
AT&T Inc NYSE Common Stock
SWPPX
×
−4.81%
2025-05-09
5.087 TRR
2025-05-09
Schwab S&P 500 Index Fund Mutual Fund

Returns

Tue 1997-06-17? to Fri 2025-05-09 Overall
Return
Exponential
Trendline
O
×
+1,071.28%
+9.22%/yr
+11.11%/yr
(R2=0.947)
Realty Income Corporation NYSE Common Stock
T
×
+257.34%
+4.67%/yr
+3.58%/yr
(R2=0.576)
AT&T Inc NYSE Common Stock
SWPPX
×
+408.68%
+6.01%/yr
+5.54%/yr
(R2=0.754)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Tue 1997-06-17? to Fri 2025-05-09 Start
Value
End
Value
O
×
$10,000.00
1997-06-17
$117,128.10
2025-05-09
Realty Income Corporation NYSE Common Stock
T
×
$10,000.00
1997-06-17
$35,733.54
2025-05-09
AT&T Inc NYSE Common Stock
SWPPX
×
$10,000.00
1997-06-17
$50,868.30
2025-05-09
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year O T SWPPX
2025 (YTD) +7.00% +23.24% −4.81%
2024 −4.85% +40.05% +21.47%
2023 −7.65% −5.89% +22.15%
2022 −12.99% +0.00% −23.11%
2021 +19.55% −12.10% +20.21%
2020 −12.66% −20.70% +16.81%
2019 +18.56% +45.16% +28.51%
2018 +13.78% −22.26% −6.70%
2017 +1.53% −4.47% +19.23%
2016 +13.44% +29.31% +8.95%
2015 +12.54% +9.50% −0.46%
2014 +33.35% +1.64% +12.70%
2013 −3.75% +9.92% +30.31%
2012 +18.28% +17.43% +13.91%
2011 +4.43% +7.91% −0.90%
2010 +37.27% +12.23% +13.28%
2009 +17.60% +4.03% +22.88%
2008 −8.29% −26.99% −36.73%
2007 −0.80% +17.31% +1.28%
2006 +32.74% +51.71% +12.83%
2005 −12.41% −1.39% +1.33%
2004 +29.69% +2.12% +7.22%
2003 +19.32% +1.64% +26.05%
2002 +24.52% −29.19% −23.95%
2001 +26.17% −16.73% −13.41%
2000 +28.38% −2.51% −12.17%
1999 −11.49% −9.25% +18.79%
1998 +3.91% +48.38% +26.25%
1997 +12.85% +44.56% +8.57%
1996 +11.03% −6.15%
1995 +42.63% +45.06%
1994 +9.85% −0.33%
1993 +14.82%
1992 +18.26%
1991 +19.86%
1990 −12.01%
1989 +62.54%
1988 +22.79%
1987 +0.24%
1986 +41.48%
1985 +29.02%
1984 +26.87%
1983 −4.60%

Drawdowns

Tue 1997-06-17? to Fri 2025-05-09 Current
Drawdown
Worst
Drawdown
O
×
−23.48% −48.25%
2020-03-18
Realty Income Corporation NYSE Common Stock
T
×
−1.87% −66.46%
2003-03-11
AT&T Inc NYSE Common Stock
SWPPX
×
−8.15% −58.37%
2009-03-09
Schwab S&P 500 Index Fund Mutual Fund