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

Tue 2009-11-03? to Tue 2025-05-20	YTD Return	TRR Price
SCHX ×	−0.21% 2025-05-20	6.386 TRR 2025-05-20
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWPPX ×	−0.25% 2025-05-20	5.331 TRR 2025-05-20
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 2009-11-03? to Tue 2025-05-20	Overall Return	Exponential Trendline
SCHX ×	+538.64% +12.67%/yr	+12.42%/yr (R2=0.970)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWPPX ×	+398.59% +10.89%/yr	+10.52%/yr (R2=0.967)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 2009-11-03? to Tue 2025-05-20	Start Value	End Value
SCHX ×	$10,000.00 2009-11-03	$63,863.95 2025-05-20
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWPPX ×	$10,000.00 2009-11-03	$49,858.54 2025-05-20
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHX	SWPPX
2025 (YTD)	−0.21%	−0.25%
2024	+22.88%	+21.47%
2023	+25.59%	+22.16%
2022	−24.29%	−23.11%
2021	+19.32%	+20.21%
2020	+19.14%	+16.79%
2019	+31.84%	+28.53%
2018	−5.37%	−6.71%
2017	+20.62%	+19.25%
2016	+13.01%	+8.96%
2015	+2.30%	−0.49%
2014	+14.60%	+12.71%
2013	+32.77%	+30.29%
2012	+16.86%	+13.93%
2011	+0.44%	−0.90%
2010	+15.42%	+13.25%
2009	+7.46%	+22.89%
2008	—	−36.74%
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

Tue 2009-11-03? to Tue 2025-05-20	Current Drawdown	Worst Drawdown
SCHX ×	−3.93%	−34.28% 2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWPPX ×	−3.75%	−33.74% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund