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

Tue 2003-09-02? to Fri 2026-05-01?	YTD Return	TRR Price
SWDSX ×	+3.50% 2026-05-01	3.582 TRR 2026-05-01
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Returns

Tue 2003-09-02? to Fri 2026-05-01?	Overall Return	Exponential Trendline
SWDSX ×	+258.20% +5.79%/yr	+5.24%/yr (R2=0.864)
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Growth of $10,000

Tue 2003-09-02? to Fri 2026-05-01?	Start Value	End Value
SWDSX ×	$10,000.00 2003-09-02	$35,819.89 2026-05-01
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Annual Returns

Year	SWDSX
2026 (YTD)	+3.50%
2025	+11.82%
2024	+13.77%
2023	+3.46%
2022	−11.56%
2021	+19.82%
2020	−5.61%
2019	+21.54%
2018	−13.82%
2017	+13.34%
2016	+8.65%
2015	−4.19%
2014	+10.87%
2013	+29.44%
2012	+10.39%
2011	+2.98%
2010	+9.81%
2009	+14.79%
2008	−30.36%
2007	+0.13%
2006	+15.72%
2005	+1.87%
2004	+11.33%
2003	+13.03%

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Drawdowns

Tue 2003-09-02? to Fri 2026-05-01?	Current Drawdown	Worst Drawdown
SWDSX ×	−2.60%	−51.04% 2009-03-09
Schwab Dividend Equity Fund Select Shares Mutual Fund