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

Tue 1997-06-17? to Thu 2025-09-04	YTD Return	TRR Price
SWPPX ×	+8.68% 2025-09-04	8298.71 TRR 2025-09-04
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-06-17? to Thu 2025-09-04	Overall Return	Exponential Trendline
SWPPX ×	+829,771.41% +37.69%/yr	+28.79%/yr (R2=0.917)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-06-17? to Thu 2025-09-04	Start Value	End Value
SWPPX ×	$10,000.00 1997-06-17	$82,987,141.44 2025-09-04
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2025 (YTD)	+8.68%
2024	+29.21%
2023	+155.34%
2022	+77.27%
2021	+106.73%
2020	+14.73%
2019	+26.06%
2018	−4.26%
2017	+17.19%
2016	+6.86%
2015	−2.59%
2014	+10.64%
2013	+28.08%
2012	+11.47%
2011	−2.88%
2010	+11.19%
2009	+146.91%
2008	−38.67%
2007	−0.48%
2006	+172.82%
2005	−0.37%
2004	+5.46%
2003	+146.99%
2002	+78.44%
2001	+45.41%
2000	+34.20%
1999	+94.74%
1998	+90.66%
1997	+58.90%

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Drawdowns

Tue 1997-06-17? to Thu 2025-09-04	Current Drawdown	Worst Drawdown
SWPPX ×	0.00%	−57.91% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund