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

Tue 2003-09-02? to Fri 2025-08-08	YTD Return	TRR Price
SWDSX ×	+5.60% 2025-08-08	3.268 TRR 2025-08-08
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Returns

Tue 2003-09-02? to Fri 2025-08-08	Overall Return	Exponential Trendline
SWDSX ×	+226.80% +5.55%/yr	+5.17%/yr (R2=0.851)
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Growth of $10,000

Tue 2003-09-02? to Fri 2025-08-08	Start Value	End Value
SWDSX ×	$10,000.00 2003-09-02	$32,679.98 2025-08-08
Schwab Dividend Equity Fund Select Shares Mutual Fund

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Annual Returns

Year	SWDSX
2025 (YTD)	+5.60%
2024	+13.79%
2023	+3.44%
2022	−11.60%
2021	+19.82%
2020	−5.59%
2019	+21.52%
2018	−13.81%
2017	+13.36%
2016	+8.60%
2015	−4.16%
2014	+10.90%
2013	+29.43%
2012	+10.39%
2011	+2.98%
2010	+9.81%
2009	+14.79%
2008	−30.36%
2007	+0.13%
2006	+15.73%
2005	+1.87%
2004	+11.32%
2003	+13.04%

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Drawdowns

Tue 2003-09-02? to Fri 2025-08-08	Current Drawdown	Worst Drawdown
SWDSX ×	−0.80%	−51.03% 2009-03-09
Schwab Dividend Equity Fund Select Shares Mutual Fund