All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SWDSX real return snapshot: after CPI-U inflation, SWDSX returned +12.19% over the past year and +5.84% YTD, with dividends reinvested. Since Sep. 2, 2003, SWDSX is up +266.30% in real purchasing-power return, or +5.84%/yr, and is currently −1.06% below its real total-return high on Jul. 7, 2026.
Data ending Fri Jul. 17, 2026
| Tue 2003-09-02💬 to Fri 2026-07-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWDSX × |
+266.30%
+5.84%/yr |
+5.26%/yr
R2=0.868 |
||||
| Schwab Dividend Equity Fund Select Shares Mutual Fund | ||||||
| Tue 2003-09-02💬 to Fri 2026-07-17 |
Start
Value |
End
Value |
|---|---|---|
| SWDSX × |
$10,000.00
2003-09-02 |
$36,629.67
2026-07-17 |
| YTD | YoY | |
|---|---|---|
| SWDSX × | +5.84% | +12.19% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWDSX × |
−1.06%
on 2026-07-17 from 2026-07-07 peak |
−51.04%
on 2009-03-09 from 2007-06-01 peak |
| Period ending Fri 2026-07-17 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWDSX × | +12.19% |
+23.84% +11.28%/yr |
+40.63% +12.04%/yr |
+32.39% +5.77%/yr |
+76.13% +5.82%/yr |
| Year | SWDSX |
|---|---|
| 2026 (YTD) | +5.84% |
| 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% |
