All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2009-12-11? to Wed 2026-04-15 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+0.84%
2026-04-15 |
7.203 TRR
2026-04-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
+1.20%
2026-04-15 |
5.718 TRR
2026-04-15 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × |
−3.46%
2026-04-15 |
7.63 TRR
2026-04-15 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Wed 2026-04-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+456.93%
+11.08%/yr |
+10.80%/yr
(R2=0.973) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
+439.44%
+10.86%/yr |
+10.42%/yr
(R2=0.965) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × |
+662.96%
+13.24%/yr |
+13.35%/yr
(R2=0.969) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Wed 2026-04-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2009-12-11 |
$55,692.69
2026-04-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × |
$10,000.00
2009-12-11 |
$53,944.48
2026-04-15 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × |
$10,000.00
2009-12-11 |
$76,295.77
2026-04-15 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHB | SCHG |
|---|---|---|---|
| 2026 (YTD) | +0.84% | +1.20% | −3.46% |
| 2025 | +14.82% | +13.91% | +14.42% |
| 2024 | +21.51% | +20.46% | +31.21% |
| 2023 | +22.07% | +22.02% | +45.18% |
| 2022 | −23.06% | −24.35% | −35.92% |
| 2021 | +20.14% | +17.58% | +19.66% |
| 2020 | +16.83% | +19.15% | +37.27% |
| 2019 | +28.53% | +27.89% | +33.06% |
| 2018 | −6.26% | −7.11% | −3.20% |
| 2017 | +19.29% | +18.76% | +25.35% |
| 2016 | +9.56% | +10.34% | +4.65% |
| 2015 | +0.57% | −0.33% | +2.49% |
| 2014 | +12.71% | +11.84% | +14.95% |
| 2013 | +30.30% | +31.22% | +32.05% |
| 2012 | +13.91% | +14.35% | +14.88% |
| 2011 | −0.92% | −1.55% | −3.60% |
| 2010 | +13.29% | +15.38% | +15.12% |
| 2009 | +22.91% | +7.64% | +2.81% |
| 2008 | −36.75% | — | — |
| 2007 | +1.30% | — | — |
| 2006 | +12.84% | — | — |
| 2005 | +1.29% | — | — |
| 2004 | +7.23% | — | — |
| 2003 | +26.11% | — | — |
| 2002 | −24.00% | — | — |
| 2001 | −13.39% | — | — |
| 2000 | −12.15% | — | — |
| 1999 | +27.29% | — | — |
| 1998 | +26.23% | — | — |
| 1997 | +15.48% | — | — |
| Fri 2009-12-11? to Wed 2026-04-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −0.93% |
−33.77%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHB × | −0.95% |
−35.22%
2020-03-23 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × | −6.31% |
−38.94%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||