All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Wed 2025-08-06 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+6.02%
2025-08-06 |
4.624 TRR
2025-08-06 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
−2.91%
2025-08-06 |
3.453 TRR
2025-08-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
+4.93%
2025-08-06 |
3.247 TRR
2025-08-06 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Wed 2025-08-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPLG × |
+371.44%
+11.90%/yr |
+10.42%/yr
(R2=0.956) |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
+245.33%
+9.40%/yr |
+9.44%/yr
(R2=0.945) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
+156.51%
+7.07%/yr |
+5.01%/yr
(R2=0.809) |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Wed 2025-08-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPLG × |
$10,000.00
2011-10-20 |
$47,143.76
2025-08-06 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$34,532.75
2025-08-06 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × |
$10,000.00
2011-10-20 |
$25,651.33
2025-08-06 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Year | SPLG | SCHD | SWDSX |
|---|---|---|---|
| 2025 (YTD) | +6.02% | −2.91% | +4.93% |
| 2024 | +21.49% | +8.53% | +13.79% |
| 2023 | +22.15% | +1.16% | +3.44% |
| 2022 | −23.07% | −9.11% | −11.54% |
| 2021 | +20.33% | +21.32% | +19.83% |
| 2020 | +16.90% | +13.50% | −5.66% |
| 2019 | +29.04% | +24.46% | +21.52% |
| 2018 | −6.56% | −7.32% | −13.81% |
| 2017 | +18.77% | +18.28% | +13.36% |
| 2016 | +9.58% | +14.09% | +8.70% |
| 2015 | +0.40% | −1.00% | −4.25% |
| 2014 | +12.85% | +10.85% | +10.90% |
| 2013 | +31.15% | +30.93% | +29.45% |
| 2012 | +13.22% | +9.50% | +10.39% |
| 2011 | −1.25% | +5.72% | +2.98% |
| 2010 | +14.24% | — | +9.81% |
| 2009 | +23.78% | — | +14.80% |
| 2008 | −36.91% | — | −30.36% |
| 2007 | +1.57% | — | +0.13% |
| 2006 | +11.78% | — | +15.73% |
| 2005 | +2.86% | — | +1.87% |
| 2004 | — | — | +11.32% |
| 2003 | — | — | +13.02% |
| Thu 2011-10-20? to Wed 2025-08-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPLG × | −0.75% |
−33.82%
2020-03-23 |
||||
| SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
| SCHD × | −9.38% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWDSX × | −1.37% |
−40.37%
2020-03-23 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||