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

Tue 1997-06-17? to Fri 2025-06-13	YTD Return	TRR Price
SWPPX ×	+0.29% 2025-06-13	5.422 TRR 2025-06-13
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-06-17? to Fri 2025-06-13	Overall Return	Exponential Trendline
SWPPX ×	+442.24% +6.23%/yr	+5.63%/yr (R2=0.754)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-06-17? to Fri 2025-06-13	Start Value	End Value
SWPPX ×	$10,000.00 1997-06-17	$54,224.44 2025-06-13
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX
2025 (YTD)	+0.29%
2024	+21.46%
2023	+22.17%
2022	−23.11%
2021	+20.21%
2020	+16.80%
2019	+28.50%
2018	−6.25%
2017	+19.29%
2016	+9.54%
2015	+0.58%
2014	+12.71%
2013	+30.32%
2012	+13.93%
2011	−0.96%
2010	+13.30%
2009	+22.90%
2008	−36.74%
2007	+1.30%
2006	+12.83%
2005	+1.30%
2004	+7.19%
2003	+26.15%
2002	−23.99%
2001	−13.40%
2000	−12.17%
1999	+17.66%
1998	+26.18%
1997	+8.64%

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Drawdowns

Tue 1997-06-17? to Fri 2025-06-13	Current Drawdown	Worst Drawdown
SWPPX ×	−3.23%	−58.37% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund