SWDSX Stock Chart (Dividends Reinvested, Inflation Adjusted)

All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

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

SWDSX real return snapshot: after CPI-U inflation, SWDSX returned +11.31% over the past year and +3.93% YTD, with dividends reinvested. Since Sep. 2, 2003, SWDSX is up +259.68% in real purchasing-power return, or +5.77%/yr, and is currently −2.20% below its real total-return high on Feb. 11, 2026.

Data ending Mon Jun. 29, 2026

Dividends Reinvested:

Tue 2003-09-02^💬 to Mon 2026-06-29	YTD Return	1 Year Return
SWDSX ^×	+3.93% 2026-06-29	+11.31% 2026-06-29
Schwab Dividend Equity Fund Select Shares Mutual Fund

Returns

Tue 2003-09-02^💬 to Mon 2026-06-29	Overall Return	Exponential Trendline
SWDSX ^×	+259.68% +5.77%/yr	+5.25%/yr (R²=0.867)
Schwab Dividend Equity Fund Select Shares Mutual Fund

Growth of $10,000

Tue 2003-09-02^💬 to Mon 2026-06-29	Start Value	End Value
SWDSX ^×	$10,000.00 2003-09-02	$35,968.48 2026-06-29
Schwab Dividend Equity Fund Select Shares Mutual Fund

Annual Returns

Year	SWDSX
2026 (YTD)	+3.93%
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%

Drawdowns

Tue 2003-09-02^💬 to Mon 2026-06-29	Current Drawdown	Worst Drawdown
SWDSX ^×	−2.20% from 2026-02-11 peak	−51.04% 2009-03-09 from 2007-06-01 peak
Schwab Dividend Equity Fund Select Shares Mutual Fund

Rolling Returns

Period ending Mon 2026-06-29	1 Year	2 Years	3 Years	5 Years	10 Years
SWDSX ^×	+11.31%	+27.21% +12.79%/yr	+39.54% +11.75%/yr	+29.49% +5.30%/yr	+80.95% +6.11%/yr
Schwab Dividend Equity Fund Select Shares Mutual Fund