All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Tue 2025-07-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+3.90%
2025-07-01 |
4.529 TRR
2025-07-01 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
−1.13%
2025-07-01 |
3.516 TRR
2025-07-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
+5.36%
2025-07-01 |
1.507 TRR
2025-07-01 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Tue 2025-07-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+361.86%
+11.82%/yr |
+10.41%/yr
(R2=0.955) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+251.57%
+9.61%/yr |
+9.49%/yr
(R2=0.945) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
+23.47%
+1.55%/yr |
−1.49%/yr
(R2=0.227) |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Tue 2025-07-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2011-10-20 |
$46,185.63
2025-07-01 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$35,157.27
2025-07-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
$10,000.00
2011-10-20 |
$12,346.65
2025-07-01 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Year | SPLG | SCHD | SWDSX |
|---|---|---|---|
| 2025 (YTD) | +3.90% | −1.13% | +5.36% |
| 2024 | +21.49% | +8.53% | +13.00% |
| 2023 | +22.16% | +1.16% | +3.27% |
| 2022 | −23.07% | −9.15% | −15.33% |
| 2021 | +20.31% | +21.32% | +4.66% |
| 2020 | +16.88% | +13.50% | −5.64% |
| 2019 | +29.08% | +24.42% | +15.42% |
| 2018 | −6.56% | −7.30% | −21.26% |
| 2017 | +18.78% | +18.29% | +4.10% |
| 2016 | +9.55% | +14.15% | +8.67% |
| 2015 | +0.40% | −1.08% | −14.55% |
| 2014 | +12.86% | +10.89% | −3.57% |
| 2013 | +31.17% | +30.91% | +21.15% |
| 2012 | +13.22% | +9.49% | +10.36% |
| 2011 | −1.26% | +5.73% | +2.98% |
| 2010 | +14.23% | — | +9.81% |
| 2009 | +23.79% | — | +14.85% |
| 2008 | −36.95% | — | −30.40% |
| 2007 | +1.63% | — | −0.24% |
| 2006 | +11.70% | — | +13.41% |
| 2005 | +2.87% | — | +0.62% |
| 2004 | — | — | +11.33% |
| 2003 | — | — | +12.97% |
| Thu 2011-10-20? to Tue 2025-07-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −0.06% |
−33.83%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × | −7.71% |
−33.50%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × | −21.75% |
−53.98%
2020-03-23 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||