All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2009-12-11? to Thu 2026-05-14 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHV × |
+8.69%
2026-05-14 |
3.926 TRR
2026-05-14 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+6.86%
2026-05-14 |
7.631 TRR
2026-05-14 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Fri 2009-12-11? to Thu 2026-05-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHV × |
+292.62%
+8.69%/yr |
+7.87%/yr
(R2=0.934) |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+490.08%
+11.42%/yr |
+10.80%/yr
(R2=0.973) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Fri 2009-12-11? to Thu 2026-05-14 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHV × |
$10,000.00
2009-12-11 |
$39,261.61
2026-05-14 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2009-12-11 |
$59,008.10
2026-05-14 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHV | SWPPX |
|---|---|---|
| 2026 (YTD) | +8.69% | +6.86% |
| 2025 | +13.00% | +14.80% |
| 2024 | +10.93% | +21.46% |
| 2023 | +5.41% | +22.17% |
| 2022 | −13.26% | −23.11% |
| 2021 | +17.32% | +20.21% |
| 2020 | +1.26% | +16.79% |
| 2019 | +23.11% | +28.52% |
| 2018 | −9.04% | −6.26% |
| 2017 | +14.15% | +19.28% |
| 2016 | +15.86% | +9.55% |
| 2015 | −1.86% | +0.57% |
| 2014 | +10.12% | +12.70% |
| 2013 | +29.08% | +30.31% |
| 2012 | +13.12% | +13.92% |
| 2011 | +0.57% | −0.92% |
| 2010 | +13.16% | +13.28% |
| 2009 | −0.24% | +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% |
| Fri 2009-12-11? to Thu 2026-05-14 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHV × | 0.00% |
−37.26%
2020-03-23 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| SWPPX × | 0.00% |
−33.75%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Period ending Thu 2026-05-14 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHV × | +21.96% |
+29.45% +13.78%/yr |
+49.12% +14.22%/yr |
+29.01% +5.23%/yr |
+112.17% +7.81%/yr |
|
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| SWPPX × | +24.01% |
+37.89% +17.44%/yr |
+72.35% +19.85%/yr |
+54.97% +9.16%/yr |
+210.65% +12.00%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||