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

Tue 2009-11-03? to Thu 2025-07-17	YTD Return	TRR Price
SWPPX ×	+5.37% 2025-07-17	5.695 TRR 2025-07-17
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	+5.07% 2025-07-17	5.212 TRR 2025-07-17
Schwab U.S. Broad Market ETF Exchange-Traded Fund

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Returns

Tue 2009-11-03? to Thu 2025-07-17	Overall Return	Exponential Trendline
SWPPX ×	+438.03% +11.31%/yr	+10.73%/yr (R2=0.969)
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	+421.16% +11.09%/yr	+10.39%/yr (R2=0.961)
Schwab U.S. Broad Market ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2009-11-03? to Thu 2025-07-17	Start Value	End Value
SWPPX ×	$10,000.00 2009-11-03	$53,803.21 2025-07-17
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	$10,000.00 2009-11-03	$52,116.00 2025-07-17
Schwab U.S. Broad Market ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	SCHB
2025 (YTD)	+5.37%	+5.07%
2024	+21.46%	+20.45%
2023	+22.17%	+22.10%
2022	−23.11%	−24.37%
2021	+20.21%	+17.55%
2020	+16.81%	+19.16%
2019	+28.50%	+27.87%
2018	−6.25%	−7.06%
2017	+19.29%	+18.65%
2016	+9.53%	+10.40%
2015	+0.58%	−0.32%
2014	+12.72%	+11.84%
2013	+30.28%	+31.20%
2012	+13.92%	+14.37%
2011	−0.91%	−1.56%
2010	+13.31%	+15.37%
2009	+22.88%	+7.65%
2008	−36.75%	—
2007	+1.30%	—
2006	+12.88%	—
2005	+1.30%	—
2004	+7.22%	—
2003	+26.04%	—
2002	−23.95%	—
2001	−13.39%	—
2000	−12.16%	—
1999	+17.63%	—
1998	+26.19%	—
1997	+8.60%	—

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Drawdowns

Tue 2009-11-03? to Thu 2025-07-17	Current Drawdown	Worst Drawdown
SWPPX ×	0.00%	−33.76% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHB ×	0.00%	−35.23% 2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund