All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+17.18%
2026-05-22 |
+26.43%
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+6.44%
2026-05-22 |
+24.59%
2026-05-22 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+323.50%
+10.40%/yr |
+9.22%/yr
(R2=0.949) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+440.81%
+12.27%/yr |
+10.59%/yr
(R2=0.964) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$42,350.03
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2011-10-20 |
$54,080.82
2026-05-22 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHD | SWPPX |
|---|---|---|
| 2026 (YTD) | +17.18% | +6.44% |
| 2025 | +1.62% | +14.80% |
| 2024 | +8.53% | +21.46% |
| 2023 | +1.16% | +22.17% |
| 2022 | −9.13% | −23.11% |
| 2021 | +21.34% | +20.21% |
| 2020 | +13.48% | +16.79% |
| 2019 | +24.45% | +28.52% |
| 2018 | −7.33% | −6.26% |
| 2017 | +18.35% | +19.28% |
| 2016 | +14.09% | +9.55% |
| 2015 | −1.02% | +0.57% |
| 2014 | +10.85% | +12.70% |
| 2013 | +30.91% | +30.31% |
| 2012 | +9.50% | +13.92% |
| 2011 | +5.72% | −0.92% |
| 2010 | — | +13.28% |
| 2009 | — | +22.92% |
| 2008 | — | −36.76% |
| 2007 | — | +1.31% |
| 2006 | — | +12.83% |
| 2005 | — | +1.31% |
| 2004 | — | +7.21% |
| 2003 | — | +26.10% |
| 2002 | — | −23.99% |
| 2001 | — | −13.38% |
| 2000 | — | −12.17% |
| 1999 | — | +27.30% |
| 1998 | — | +26.22% |
| 1997 | — | +15.48% |
| Thu 2011-10-20? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × | — |
−33.51%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWPPX × |
−0.39%
from 2026-05-14 peak |
−33.75%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +26.43% |
+26.15% +12.32%/yr |
+42.04% +12.41%/yr |
+23.20% +4.26%/yr |
+148.29% +9.52%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWPPX × | +24.59% |
+35.76% +16.53%/yr |
+68.89% +19.08%/yr |
+55.25% +9.19%/yr |
+208.64% +11.92%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||