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

Tue 1997-06-17? to Fri 2025-09-26	YTD Return	TRR Price
SWPPX ×	+10.85% 2025-09-26	8469.89 TRR 2025-09-26
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-06-17? to Fri 2025-09-26	Overall Return	Exponential Trendline
SWPPX ×	+846,889.14% +37.69%/yr	+28.83%/yr (R2=0.918)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-06-17? to Fri 2025-09-26	Start Value	End Value
SWPPX ×	$10,000.00 1997-06-17	$84,698,914.12 2025-09-26
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2025 (YTD)	+10.85%
2024	+29.22%
2023	+155.38%
2022	+77.22%
2021	+106.80%
2020	+14.70%
2019	+26.10%
2018	−4.26%
2017	+17.19%
2016	+6.87%
2015	−2.60%
2014	+10.64%
2013	+28.07%
2012	+11.49%
2011	−2.89%
2010	+11.21%
2009	+146.91%
2008	−38.68%
2007	−0.44%
2006	+172.87%
2005	−0.46%
2004	+5.44%
2003	+147.18%
2002	+78.44%
2001	+45.36%
2000	+34.20%
1999	+94.79%
1998	+90.68%
1997	+58.93%

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Drawdowns

Tue 1997-06-17? to Fri 2025-09-26	Current Drawdown	Worst Drawdown
SWPPX ×	−0.75%	−57.91% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund