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

Thu 2011-10-20? to Mon 2025-05-19	YTD Return	TRR Price
SCHD ×	−3.52% 2025-05-19	3.431 TRR 2025-05-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	+0.14% 2025-05-19	5.351 TRR 2025-05-19
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Mon 2025-05-19	Overall Return	Exponential Trendline
SCHD ×	+243.06% +9.50%/yr	+9.58%/yr (R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	+333.92% +11.41%/yr	+10.22%/yr (R2=0.954)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Mon 2025-05-19	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,305.63 2025-05-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	$10,000.00 2011-10-20	$43,391.51 2025-05-19
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	SWPPX
2025 (YTD)	−3.52%	+0.14%
2024	+8.51%	+21.46%
2023	+1.16%	+22.16%
2022	−9.12%	−23.10%
2021	+21.35%	+20.22%
2020	+13.46%	+16.79%
2019	+24.44%	+28.51%
2018	−7.30%	−6.69%
2017	+18.30%	+19.22%
2016	+14.13%	+8.96%
2015	−1.08%	−0.49%
2014	+10.90%	+12.71%
2013	+30.90%	+30.29%
2012	+9.50%	+13.93%
2011	+5.72%	−0.90%
2010	—	+13.25%
2009	—	+22.97%
2008	—	−36.78%
2007	—	+1.32%
2006	—	+12.81%
2005	—	+1.33%
2004	—	+7.20%
2003	—	+26.07%
2002	—	−23.95%
2001	—	−13.38%
2000	—	−12.18%
1999	—	+18.80%
1998	—	+26.19%
1997	—	+8.61%

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Drawdowns

Thu 2011-10-20? to Mon 2025-05-19	Current Drawdown	Worst Drawdown
SCHD ×	−9.96%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWPPX ×	−3.38%	−33.76% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund