All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Wed 2025-05-14 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
−1.14%
2025-05-14 |
4.311 TRR
2025-05-14 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
−5.63%
2025-05-14 |
3.357 TRR
2025-05-14 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
+1.16%
2025-05-14 |
1.447 TRR
2025-05-14 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Wed 2025-05-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+339.35%
+11.53%/yr |
+10.41%/yr
(R2=0.954) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+235.70%
+9.34%/yr |
+9.56%/yr
(R2=0.947) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
+18.53%
+1.26%/yr |
−1.54%/yr
(R2=0.236) |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Wed 2025-05-14 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2011-10-20 |
$43,935.16
2025-05-14 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$33,570.05
2025-05-14 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
$10,000.00
2011-10-20 |
$11,852.65
2025-05-14 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Year | SPLG | SCHD | SWDSX |
|---|---|---|---|
| 2025 (YTD) | −1.14% | −5.63% | +1.16% |
| 2024 | +21.50% | +8.55% | +12.97% |
| 2023 | +22.17% | +1.16% | +3.35% |
| 2022 | −23.08% | −9.13% | −15.38% |
| 2021 | +20.32% | +21.31% | +4.67% |
| 2020 | +16.88% | +13.52% | −5.60% |
| 2019 | +29.05% | +24.46% | +15.33% |
| 2018 | −6.56% | −7.36% | −21.22% |
| 2017 | +18.78% | +18.38% | +4.06% |
| 2016 | +9.55% | +14.05% | +8.70% |
| 2015 | +0.43% | −1.00% | −14.55% |
| 2014 | +12.82% | +10.82% | −3.53% |
| 2013 | +31.17% | +30.94% | +21.09% |
| 2012 | +13.22% | +9.49% | +10.39% |
| 2011 | −1.20% | +5.73% | +2.99% |
| 2010 | +14.16% | — | +9.76% |
| 2009 | +23.90% | — | +14.80% |
| 2008 | −36.97% | — | −30.37% |
| 2007 | +1.57% | — | −0.18% |
| 2006 | +11.76% | — | +13.31% |
| 2005 | +2.87% | — | +0.62% |
| 2004 | — | — | +11.36% |
| 2003 | — | — | +13.01% |
| Thu 2011-10-20? to Wed 2025-05-14 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −4.57% |
−33.82%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × | −11.89% |
−33.48%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × | −24.85% |
−53.97%
2020-03-23 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||