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

Tue 1997-05-20? to Fri 2026-05-01	YTD Return	TRR Price
SWPPX ×	+3.74% 2026-05-01	7.406 TRR 2026-05-01
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-05-20? to Fri 2026-05-01	Overall Return	Exponential Trendline
SWPPX ×	+640.64% +7.16%/yr	+5.27%/yr (R2=0.245)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-05-20? to Fri 2026-05-01	Start Value	End Value
SWPPX ×	$10,000.00 1997-05-20	$74,063.75 2026-05-01
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2026 (YTD)	+3.74%
2025	+14.80%
2024	+21.48%
2023	+22.15%
2022	−23.10%
2021	+20.21%
2020	+16.78%
2019	+28.51%
2018	−6.26%
2017	+19.29%
2016	+9.55%
2015	+0.57%
2014	+12.71%
2013	+30.30%
2012	+13.92%
2011	−0.92%
2010	+13.27%
2009	+22.91%
2008	−36.74%
2007	+1.30%
2006	+12.85%
2005	+1.29%
2004	+7.21%
2003	+26.10%
2002	−23.99%
2001	−13.37%
2000	−12.18%
1999	+27.31%
1998	+26.22%
1997	+15.46%

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Drawdowns

Tue 1997-05-20? to Fri 2026-05-01	Current Drawdown	Worst Drawdown
SWPPX ×	−100.00%	−100.00% 1997-07-07
Schwab S&P 500 Index Fund Mutual Fund