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

Tue 1997-06-17? to Mon 2025-04-28	YTD Return	TRR Price
SWPPX ×	−7.03% 2025-04-28	4.967 TRR 2025-04-28
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-06-17? to Mon 2025-04-28	Overall Return	Exponential Trendline
SWPPX ×	+396.73% +5.92%/yr	+5.52%/yr (R2=0.752)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-06-17? to Mon 2025-04-28	Start Value	End Value
SWPPX ×	$10,000.00 1997-06-17	$49,673.47 2025-04-28
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2025 (YTD)	−7.03%
2024	+21.46%
2023	+22.17%
2022	−23.11%
2021	+20.21%
2020	+16.80%
2019	+28.51%
2018	−6.69%
2017	+19.22%
2016	+8.96%
2015	−0.46%
2014	+12.68%
2013	+30.33%
2012	+13.92%
2011	−0.94%
2010	+13.28%
2009	+22.97%
2008	−36.79%
2007	+1.32%
2006	+12.84%
2005	+1.28%
2004	+7.22%
2003	+26.15%
2002	−24.01%
2001	−13.38%
2000	−12.18%
1999	+18.81%
1998	+26.21%
1997	+8.57%

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Drawdowns

Tue 1997-06-17? to Mon 2025-04-28	Current Drawdown	Worst Drawdown
SWPPX ×	−10.30%	−58.37% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund