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

Tue 1997-06-17? to Thu 2025-07-03	YTD Return	TRR Price
SWPPX ×	+5.31% 2025-07-03	5.694 TRR 2025-07-03
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-06-17? to Thu 2025-07-03	Overall Return	Exponential Trendline
SWPPX ×	+469.42% +6.40%/yr	+5.64%/yr (R2=0.755)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-06-17? to Thu 2025-07-03	Start Value	End Value
SWPPX ×	$10,000.00 1997-06-17	$56,942.49 2025-07-03
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2025 (YTD)	+5.31%
2024	+21.46%
2023	+22.18%
2022	−23.11%
2021	+20.22%
2020	+16.78%
2019	+28.54%
2018	−6.26%
2017	+19.29%
2016	+9.55%
2015	+0.58%
2014	+12.69%
2013	+30.33%
2012	+13.91%
2011	−0.91%
2010	+13.29%
2009	+22.87%
2008	−36.74%
2007	+1.30%
2006	+12.82%
2005	+1.30%
2004	+7.24%
2003	+26.12%
2002	−24.01%
2001	−13.38%
2000	−12.19%
1999	+17.68%
1998	+26.20%
1997	+8.63%

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Drawdowns

Tue 1997-06-17? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
SWPPX ×	0.00%	−58.38% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund