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

Tue 1997-05-20? to Wed 2026-04-01	YTD Return	TRR Price
SWPPX ×	−4.68% 2026-04-01	6.806 TRR 2026-04-01
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-05-20? to Wed 2026-04-01	Overall Return	Exponential Trendline
SWPPX ×	+580.63% +6.87%/yr	+5.24%/yr (R2=0.242)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-05-20? to Wed 2026-04-01	Start Value	End Value
SWPPX ×	$10,000.00 1997-05-20	$68,062.83 2026-04-01
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2026 (YTD)	−4.68%
2025	+14.83%
2024	+21.48%
2023	+22.09%
2022	−23.12%
2021	+20.25%
2020	+16.79%
2019	+28.53%
2018	−6.26%
2017	+19.29%
2016	+9.55%
2015	+0.57%
2014	+12.70%
2013	+30.29%
2012	+13.93%
2011	−0.93%
2010	+13.29%
2009	+22.90%
2008	−36.75%
2007	+1.31%
2006	+12.83%
2005	+1.30%
2004	+7.23%
2003	+26.09%
2002	−23.99%
2001	−13.37%
2000	−12.18%
1999	+27.30%
1998	+26.23%
1997	+15.47%

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Drawdowns

Tue 1997-05-20? to Wed 2026-04-01	Current Drawdown	Worst Drawdown
SWPPX ×	−100.00%	−100.00% 1997-07-07
Schwab S&P 500 Index Fund Mutual Fund