All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Thu 2025-06-05 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
−0.34%
2025-06-05 |
4.344 TRR
2025-06-05 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
−4.89%
2025-06-05 |
3.382 TRR
2025-06-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
+2.80%
2025-06-05 |
1.47 TRR
2025-06-05 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Thu 2025-06-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+342.92%
+11.54%/yr |
+10.41%/yr
(R2=0.954) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+238.19%
+9.35%/yr |
+9.52%/yr
(R2=0.946) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
+20.51%
+1.38%/yr |
−1.52%/yr
(R2=0.232) |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Thu 2025-06-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2011-10-20 |
$44,292.06
2025-06-05 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$33,818.98
2025-06-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
$10,000.00
2011-10-20 |
$12,051.47
2025-06-05 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Year | SPLG | SCHD | SWDSX |
|---|---|---|---|
| 2025 (YTD) | −0.34% | −4.89% | +2.80% |
| 2024 | +21.49% | +8.54% | +12.95% |
| 2023 | +22.15% | +1.15% | +3.35% |
| 2022 | −23.06% | −9.15% | −15.36% |
| 2021 | +20.31% | +21.33% | +4.67% |
| 2020 | +16.88% | +13.50% | −5.65% |
| 2019 | +29.07% | +24.41% | +15.37% |
| 2018 | −6.58% | −7.29% | −21.20% |
| 2017 | +18.79% | +18.35% | +4.05% |
| 2016 | +9.58% | +14.03% | +8.62% |
| 2015 | +0.40% | −1.00% | −14.52% |
| 2014 | +12.85% | +10.89% | −3.53% |
| 2013 | +31.19% | +30.88% | +21.12% |
| 2012 | +13.20% | +9.49% | +10.38% |
| 2011 | −1.26% | +5.72% | +2.98% |
| 2010 | +14.21% | — | +9.83% |
| 2009 | +23.86% | — | +14.79% |
| 2008 | −36.96% | — | −30.39% |
| 2007 | +1.57% | — | −0.24% |
| 2006 | +11.74% | — | +13.36% |
| 2005 | +2.86% | — | +0.62% |
| 2004 | — | — | +11.34% |
| 2003 | — | — | +12.99% |
| Thu 2011-10-20? to Thu 2025-06-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −3.81% |
−33.83%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × | −11.24% |
−33.48%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × | −23.64% |
−53.99%
2020-03-23 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||