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

Tue 1997-06-17? to Fri 2025-08-01	YTD Return	TRR Price
SWPPX ×	+4.29% 2025-08-01	5.559 TRR 2025-08-01
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-06-17? to Fri 2025-08-01	Overall Return	Exponential Trendline
SWPPX ×	+455.85% +6.29%/yr	+5.58%/yr (R2=0.758)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-06-17? to Fri 2025-08-01	Start Value	End Value
SWPPX ×	$10,000.00 1997-06-17	$55,585.01 2025-08-01
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2025 (YTD)	+4.29%
2024	+21.46%
2023	+22.16%
2022	−23.11%
2021	+20.11%
2020	+16.79%
2019	+28.29%
2018	−6.69%
2017	+19.21%
2016	+8.96%
2015	−0.48%
2014	+12.71%
2013	+30.33%
2012	+13.89%
2011	−0.89%
2010	+13.28%
2009	+22.87%
2008	−36.75%
2007	+1.31%
2006	+12.82%
2005	+1.31%
2004	+7.23%
2003	+26.07%
2002	−23.96%
2001	−13.38%
2000	−12.18%
1999	+18.80%
1998	+26.22%
1997	+8.59%

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Drawdowns

Tue 1997-06-17? to Fri 2025-08-01	Current Drawdown	Worst Drawdown
SWPPX ×	−2.40%	−58.38% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund