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

Tue 1997-05-20? to Fri 2025-10-17	YTD Return	TRR Price
SWPPX ×	+11.10% 2025-10-17	6.91 TRR 2025-10-17
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-05-20? to Fri 2025-10-17	Overall Return	Exponential Trendline
SWPPX ×	+591.01% +7.04%/yr	+5.76%/yr (R2=0.742)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-05-20? to Fri 2025-10-17	Start Value	End Value
SWPPX ×	$10,000.00 1997-05-20	$69,101.12 2025-10-17
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2025 (YTD)	+11.10%
2024	+21.47%
2023	+22.11%
2022	−23.11%
2021	+20.27%
2020	+16.78%
2019	+28.52%
2018	−6.26%
2017	+19.29%
2016	+9.55%
2015	+0.57%
2014	+12.69%
2013	+30.33%
2012	+13.91%
2011	−0.92%
2010	+13.27%
2009	+22.92%
2008	−36.74%
2007	+1.28%
2006	+12.86%
2005	+1.30%
2004	+7.21%
2003	+26.10%
2002	−23.99%
2001	−13.37%
2000	−12.18%
1999	+27.31%
1998	+26.20%
1997	+15.49%

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Drawdowns

Tue 1997-05-20? to Fri 2025-10-17	Current Drawdown	Worst Drawdown
SWPPX ×	−37.47%	−92.82% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund