SWPPX Stock Chart (Dividends Reinvested, Inflation Adjusted)

All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

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

SWPPX real return snapshot: after CPI-U inflation, SWPPX returned +17.29% over the past year and +6.16% YTD, with dividends reinvested. Since May 20, 1997, SWPPX is up +658.07% in real purchasing-power return, or +7.21%/yr, and is currently −100.00% below its real total-return high on Dec. 24, 1999.

Data ending Tue Jun. 30, 2026

Dividends Reinvested:

Tue 1997-05-20^💬 to Tue 2026-06-30	YTD Return	1 Year Return
SWPPX ^×	+6.16% 2026-06-30	+17.29% 2026-06-30
Schwab S&P 500 Index Fund Mutual Fund

Returns

Tue 1997-05-20^💬 to Tue 2026-06-30	Overall Return	Exponential Trendline
SWPPX ^×	+658.07% +7.21%/yr	+5.32%/yr (R²=0.252)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Tue 1997-05-20^💬 to Tue 2026-06-30	Start Value	End Value
SWPPX ^×	$10,000.00 1997-05-20	$75,806.99 2026-06-30
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year	SWPPX
2026 (YTD)	+6.16%
2025	+14.80%
2024	+21.46%
2023	+22.17%
2022	−23.11%
2021	+20.21%
2020	+16.79%
2019	+28.52%
2018	−6.26%
2017	+19.28%
2016	+9.55%
2015	+0.57%
2014	+12.70%
2013	+30.31%
2012	+13.92%
2011	−0.92%
2010	+13.28%
2009	+22.92%
2008	−36.76%
2007	+1.31%
2006	+12.83%
2005	+1.31%
2004	+7.21%
2003	+26.10%
2002	−23.99%
2001	−13.38%
2000	−12.17%
1999	+27.30%
1998	+26.22%
1997	+15.48%

Drawdowns

Tue 1997-05-20^💬 to Tue 2026-06-30	Current Drawdown	Worst Drawdown
SWPPX ^×	−100.00% from 1999-12-24 peak	−100.00% 2009-03-05 from 1999-12-24 peak
Schwab S&P 500 Index Fund Mutual Fund

Rolling Returns

Period ending Tue 2026-06-30	1 Year	2 Years	3 Years	5 Years	10 Years
SWPPX ^×	+17.29%	+31.52% +14.68%/yr	+59.06% +16.73%/yr	+51.30% +8.64%/yr	+201.82% +11.68%/yr
Schwab S&P 500 Index Fund Mutual Fund