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

Total Real Returns

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

SWDSX real return snapshot: after CPI-U inflation, SWDSX returned +12.76% over the past year and +5.65% YTD, with dividends reinvested. Since Sep. 2, 2003, SWDSX is up +265.61% in real purchasing-power return, or +5.83%/yr, and is currently −1.25% below its real total-return high on Jul. 7, 2026.

Data ending Wed Jul. 15, 2026

Tue 2003-09-02💬 to Wed 2026-07-15 YTD
Return 		1 Year
Return
SWDSX × 		+5.65%
2026-07-15 		+12.76%
2026-07-15
Schwab Dividend Equity Fund Select Shares Mutual Fund

Returns

Tue 2003-09-02💬 to Wed 2026-07-15 Overall
Return 		Exponential
Trendline
SWDSX × 		+265.61%
+5.83%/yr 		+5.26%/yr
(R2=0.868)
Schwab Dividend Equity Fund Select Shares Mutual Fund

Growth of $10,000

Tue 2003-09-02💬 to Wed 2026-07-15 Start
Value 		End
Value
SWDSX × 		$10,000.00
2003-09-02 		$36,561.32
2026-07-15
Schwab Dividend Equity Fund Select Shares Mutual Fund

Annual Returns

Year SWDSX
2026 (YTD) +5.65%
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 Wed 2026-07-15 Current
Drawdown 		Worst
Drawdown
SWDSX × 		−1.25%
from 2026-07-07 peak 		−51.04%
2009-03-09
from 2007-06-01 peak
Schwab Dividend Equity Fund Select Shares Mutual Fund

Rolling Returns

Period ending Wed 2026-07-15 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SWDSX × 		+12.76% +26.09%
+12.29%/yr 		+40.34%
+11.96%/yr 		+30.99%
+5.55%/yr 		+75.80%
+5.80%/yr
Schwab Dividend Equity Fund Select Shares Mutual Fund