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

Tue 2003-09-02? to Thu 2025-07-03	YTD Return	TRR Price
SWDSX ×	+6.09% 2025-07-03	1.517 TRR 2025-07-03
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Returns

Tue 2003-09-02? to Thu 2025-07-03	Overall Return	Exponential Trendline
SWDSX ×	+51.70% +1.93%/yr	+0.77%/yr (R2=0.098)
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Growth of $10,000

Tue 2003-09-02? to Thu 2025-07-03	Start Value	End Value
SWDSX ×	$10,000.00 2003-09-02	$15,169.71 2025-07-03
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Annual Returns

Year	SWDSX
2025 (YTD)	+6.09%
2024	+13.00%
2023	+3.27%
2022	−15.33%
2021	+4.66%
2020	−5.64%
2019	+15.34%
2018	−21.21%
2017	+4.10%
2016	+8.60%
2015	−14.55%
2014	−3.52%
2013	+21.15%
2012	+10.36%
2011	+2.98%
2010	+9.81%
2009	+14.75%
2008	−30.33%
2007	−0.24%
2006	+13.41%
2005	+0.62%
2004	+11.33%
2003	+12.97%

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Drawdowns

Tue 2003-09-02? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
SWDSX ×	−21.24%	−54.00% 2020-03-23
Schwab Dividend Equity Fund Select Shares Mutual Fund