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

Tue 2003-09-02? to Fri 2025-06-06	YTD Return	TRR Price
SWDSX ×	+3.41% 2025-06-06	1.479 TRR 2025-06-06
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Returns

Tue 2003-09-02? to Fri 2025-06-06	Overall Return	Exponential Trendline
SWDSX ×	+47.86% +1.81%/yr	+0.77%/yr (R2=0.097)
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Growth of $10,000

Tue 2003-09-02? to Fri 2025-06-06	Start Value	End Value
SWDSX ×	$10,000.00 2003-09-02	$14,786.40 2025-06-06
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Annual Returns

Year	SWDSX
2025 (YTD)	+3.41%
2024	+12.95%
2023	+3.35%
2022	−15.36%
2021	+4.67%
2020	−5.65%
2019	+15.37%
2018	−21.20%
2017	+4.05%
2016	+8.62%
2015	−14.52%
2014	−3.53%
2013	+21.12%
2012	+10.38%
2011	+2.98%
2010	+9.75%
2009	+14.87%
2008	−30.39%
2007	−0.24%
2006	+13.36%
2005	+0.62%
2004	+11.34%
2003	+12.99%

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Drawdowns

Tue 2003-09-02? to Fri 2025-06-06	Current Drawdown	Worst Drawdown
SWDSX ×	−23.22%	−54.01% 2020-03-23
Schwab Dividend Equity Fund Select Shares Mutual Fund