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

Tue 2011-05-10? to Tue 2026-05-12	YTD Return	TRR Price
SWPPX ×	+5.50% 2026-05-12	7.534 TRR 2026-05-12
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	+5.50% 2026-05-12	4.872 TRR 2026-05-12
Fidelity 500 Index Fund Mutual Fund
VOO ×	+5.51% 2026-05-12	5.839 TRR 2026-05-12
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	+5.49% 2026-05-12	13.05 TRR 2026-05-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Tue 2011-05-10? to Tue 2026-05-12	Overall Return	Exponential Trendline
SWPPX ×	+382.15% +11.05%/yr	+10.70%/yr (R2=0.966)
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	+387.16% +11.13%/yr	+10.77%/yr (R2=0.966)
Fidelity 500 Index Fund Mutual Fund
VOO ×	+384.00% +11.08%/yr	+10.73%/yr (R2=0.966)
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	+379.01% +11.00%/yr	+10.65%/yr (R2=0.965)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Growth of $10,000

Tue 2011-05-10? to Tue 2026-05-12	Start Value	End Value
SWPPX ×	$10,000.00 2011-05-10	$48,215.42 2026-05-12
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	$10,000.00 2011-05-10	$48,716.14 2026-05-12
Fidelity 500 Index Fund Mutual Fund
VOO ×	$10,000.00 2011-05-10	$48,400.01 2026-05-12
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	$10,000.00 2011-05-10	$47,901.00 2026-05-12
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	SWPPX	FXAIX	VOO	SPY
2026 (YTD)	+5.50%	+5.50%	+5.51%	+5.49%
2025	+14.80%	+15.12%	+14.75%	+14.65%
2024	+21.46%	+21.51%	+21.47%	+21.39%
2023	+22.17%	+22.20%	+22.23%	+22.09%
2022	−23.11%	−23.11%	−23.14%	−23.15%
2021	+20.21%	+20.24%	+20.33%	+20.27%
2020	+16.79%	+16.83%	+16.73%	+16.74%
2019	+28.52%	+28.55%	+28.43%	+28.29%
2018	−6.26%	−6.22%	−6.29%	−6.35%
2017	+19.28%	+19.30%	+19.25%	+19.19%
2016	+9.55%	+9.70%	+9.89%	+9.73%
2015	+0.57%	+0.64%	+0.59%	+0.50%
2014	+12.70%	+12.82%	+12.71%	+12.61%
2013	+30.31%	+30.43%	+30.43%	+30.35%
2012	+13.92%	+14.03%	+14.02%	+14.01%
2011	−0.92%	−6.13%	−1.04%	−1.04%
2010	+13.28%	—	+14.35%	+13.36%
2009	+22.92%	—	—	+23.01%
2008	−36.76%	—	—	−36.85%
2007	+1.31%	—	—	+1.01%
2006	+12.83%	—	—	+13.00%
2005	+1.31%	—	—	+1.35%
2004	+7.21%	—	—	+7.21%
2003	+26.10%	—	—	+25.82%
2002	−23.99%	—	—	−23.41%
2001	−13.38%	—	—	−13.10%
2000	−12.17%	—	—	−12.70%
1999	+27.30%	—	—	+17.24%
1998	+26.22%	—	—	+26.65%
1997	+15.48%	—	—	+31.24%
1996	—	—	—	+18.63%
1995	—	—	—	+34.61%
1994	—	—	—	−2.22%
1993	—	—	—	+6.22%

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Drawdowns

Tue 2011-05-10? to Tue 2026-05-12	Current Drawdown	Worst Drawdown
SWPPX ×	−0.17%	−33.75% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	−0.17%	−33.75% 2020-03-23
Fidelity 500 Index Fund Mutual Fund
VOO ×	−0.14%	−33.95% 2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	−0.16%	−33.67% 2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Rolling Returns

Period ending Tue 2026-05-12	1 Year	2 Years	3 Years	5 Years	10 Years
SWPPX ×	+23.45%/yr +23.43% total	+16.90%/yr +36.74% total	+19.38%/yr +70.15% total	+9.46%/yr +57.13% total	+11.76%/yr +204.06% total
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	+23.45%/yr +23.43% total	+17.08%/yr +37.17% total	+19.51%/yr +70.73% total	+9.54%/yr +57.70% total	+11.83%/yr +205.83% total
Fidelity 500 Index Fund Mutual Fund
VOO ×	+23.42%/yr +23.40% total	+16.92%/yr +36.79% total	+19.38%/yr +70.16% total	+9.46%/yr +57.10% total	+11.77%/yr +204.25% total
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	+23.34%/yr +23.32% total	+16.84%/yr +36.60% total	+19.28%/yr +69.73% total	+9.39%/yr +56.63% total	+11.70%/yr +202.32% total
SPDR S&P 500 ETF Trust Exchange-Traded Fund