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

Tue 2003-09-02? to Thu 2026-04-02	YTD Return	TRR Price
SWDSX ×	+0.28% 2026-04-02	8.327 TRR 2026-04-02
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Returns

Tue 2003-09-02? to Thu 2026-04-02	Overall Return	Exponential Trendline
SWDSX ×	+732.72% +9.84%/yr	+10.36%/yr (R2=0.922)
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Growth of $10,000

Tue 2003-09-02? to Thu 2026-04-02	Start Value	End Value
SWDSX ×	$10,000.00 2003-09-02	$83,272.23 2026-04-02
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Annual Returns

Year	SWDSX
2026 (YTD)	+0.28%
2025	+13.82%
2024	+14.53%
2023	+3.65%
2022	−7.45%
2021	+40.14%
2020	−5.57%
2019	+28.42%
2018	−4.89%
2017	+24.41%
2016	+8.66%
2015	+9.03%
2014	+30.34%
2013	+39.02%
2012	+10.39%
2011	+2.98%
2010	+9.82%
2009	+14.77%
2008	−30.37%
2007	+0.51%
2006	+18.18%
2005	+3.17%
2004	+11.31%
2003	+13.06%

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Drawdowns

Tue 2003-09-02? to Thu 2026-04-02	Current Drawdown	Worst Drawdown
SWDSX ×	−5.66%	−50.85% 2009-03-09
Schwab Dividend Equity Fund Select Shares Mutual Fund