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

Tue 2011-05-10? to Fri 2026-04-17	YTD Return	TRR Price
SWPPX ×	+2.35% 2026-04-17	7.308 TRR 2026-04-17
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	+2.36% 2026-04-17	4.727 TRR 2026-04-17
Fidelity 500 Index Fund Mutual Fund
VOO ×	+2.32% 2026-04-17	5.663 TRR 2026-04-17
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	+2.32% 2026-04-17	12.66 TRR 2026-04-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Returns

Tue 2011-05-10? to Fri 2026-04-17	Overall Return	Exponential Trendline
SWPPX ×	+367.70% +10.88%/yr	+10.69%/yr (R2=0.965)
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	+372.69% +10.96%/yr	+10.76%/yr (R2=0.965)
Fidelity 500 Index Fund Mutual Fund
VOO ×	+369.39% +10.91%/yr	+10.72%/yr (R2=0.965)
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	+364.63% +10.83%/yr	+10.64%/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 Fri 2026-04-17	Start Value	End Value
SWPPX ×	$10,000.00 2011-05-10	$46,770.49 2026-04-17
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	$10,000.00 2011-05-10	$47,268.56 2026-04-17
Fidelity 500 Index Fund Mutual Fund
VOO ×	$10,000.00 2011-05-10	$46,938.95 2026-04-17
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	$10,000.00 2011-05-10	$46,462.97 2026-04-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund

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Annual Returns

Year	SWPPX	FXAIX	VOO	SPY
2026 (YTD)	+2.35%	+2.36%	+2.32%	+2.32%
2025	+14.82%	+15.12%	+14.75%	+14.65%
2024	+21.42%	+21.52%	+21.47%	+21.39%
2023	+22.17%	+22.19%	+22.23%	+22.09%
2022	−23.12%	−23.11%	−23.14%	−23.14%
2021	+20.23%	+20.24%	+20.33%	+20.27%
2020	+16.82%	+16.83%	+16.74%	+16.74%
2019	+28.51%	+28.55%	+28.43%	+28.29%
2018	−6.25%	−6.22%	−6.29%	−6.36%
2017	+19.28%	+19.30%	+19.25%	+19.19%
2016	+9.56%	+9.71%	+9.90%	+9.73%
2015	+0.57%	+0.64%	+0.59%	+0.50%
2014	+12.71%	+12.81%	+12.71%	+12.61%
2013	+30.29%	+30.42%	+30.43%	+30.35%
2012	+13.94%	+14.03%	+14.01%	+14.01%
2011	−0.92%	−6.13%	−1.04%	−1.04%
2010	+13.26%	—	+14.35%	+13.36%
2009	+22.94%	—	—	+23.02%
2008	−36.76%	—	—	−36.85%
2007	+1.30%	—	—	+1.01%
2006	+12.84%	—	—	+13.00%
2005	+1.32%	—	—	+1.35%
2004	+7.19%	—	—	+7.21%
2003	+26.10%	—	—	+25.82%
2002	−23.99%	—	—	−23.41%
2001	−13.37%	—	—	−13.10%
2000	−12.17%	—	—	−12.70%
1999	+27.29%	—	—	+17.24%
1998	+26.22%	—	—	+26.65%
1997	+15.48%	—	—	+31.25%
1996	—	—	—	+18.63%
1995	—	—	—	+34.60%
1994	—	—	—	−2.22%
1993	—	—	—	+6.22%

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Drawdowns

Tue 2011-05-10? to Fri 2026-04-17	Current Drawdown	Worst Drawdown
SWPPX ×	0.00%	−33.75% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
FXAIX ×	0.00%	−33.75% 2020-03-23
Fidelity 500 Index Fund Mutual Fund
VOO ×	0.00%	−33.95% 2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
SPY ×	0.00%	−33.67% 2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund