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

Tue 1997-06-17? to Fri 2025-05-16	YTD Return	TRR Price
SWPPX ×	+0.05% 2025-05-16	5.346 TRR 2025-05-16
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-06-17? to Fri 2025-05-16	Overall Return	Exponential Trendline
SWPPX ×	+434.61% +6.19%/yr	+5.53%/yr (R2=0.753)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-06-17? to Fri 2025-05-16	Start Value	End Value
SWPPX ×	$10,000.00 1997-06-17	$53,461.31 2025-05-16
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2025 (YTD)	+0.05%
2024	+21.46%
2023	+22.18%
2022	−23.12%
2021	+20.22%
2020	+16.80%
2019	+28.51%
2018	−6.69%
2017	+19.23%
2016	+8.94%
2015	−0.46%
2014	+12.71%
2013	+30.30%
2012	+13.94%
2011	−0.94%
2010	+13.31%
2009	+22.91%
2008	−36.75%
2007	+1.28%
2006	+12.86%
2005	+1.28%
2004	+7.20%
2003	+26.14%
2002	−24.00%
2001	−13.38%
2000	−12.15%
1999	+18.76%
1998	+26.26%
1997	+8.55%

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Drawdowns

Tue 1997-06-17? to Fri 2025-05-16	Current Drawdown	Worst Drawdown
SWPPX ×	−3.46%	−58.36% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund