SPLG,SWDSX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2005-11-15? 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
SWDSX ×	+1.16% 2025-05-14	1.447 TRR 2025-05-14
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Returns

Tue 2005-11-15? to Wed 2025-05-14	Overall Return	Exponential Trendline
SPLG ×	+331.13% +7.78%/yr	+9.31%/yr (R2=0.909)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWDSX ×	+15.71% +0.75%/yr	+0.54%/yr (R2=0.037)
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Growth of $10,000

Tue 2005-11-15? to Wed 2025-05-14	Start Value	End Value
SPLG ×	$10,000.00 2005-11-15	$43,112.91 2025-05-14
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWDSX ×	$10,000.00 2005-11-15	$11,571.23 2025-05-14
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Annual Returns

Year	SPLG	SWDSX
2025 (YTD)	−1.14%	+1.16%
2024	+21.50%	+12.97%
2023	+22.17%	+3.35%
2022	−23.08%	−15.38%
2021	+20.32%	+4.67%
2020	+16.88%	−5.60%
2019	+29.05%	+15.33%
2018	−6.56%	−21.22%
2017	+18.78%	+4.06%
2016	+9.55%	+8.70%
2015	+0.43%	−14.55%
2014	+12.82%	−3.53%
2013	+31.17%	+21.09%
2012	+13.22%	+10.39%
2011	−1.20%	+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%

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Drawdowns

Tue 2005-11-15? to Wed 2025-05-14	Current Drawdown	Worst Drawdown
SPLG ×	−4.57%	−55.32% 2009-03-09
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SWDSX ×	−24.85%	−53.97% 2020-03-23
Schwab Dividend Equity Fund Select Shares Mutual Fund