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

Thu 2011-10-20? to Mon 2025-04-28	YTD Return	TRR Price
SWPPX ×	−7.03% 2025-04-28	4.967 TRR 2025-04-28
Schwab S&P 500 Index Fund Mutual Fund
SCHD ×	−6.15% 2025-04-28	3.337 TRR 2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Mon 2025-04-28	Overall Return	Exponential Trendline
SWPPX ×	+302.98% +10.86%/yr	+10.22%/yr (R2=0.954)
Schwab S&P 500 Index Fund Mutual Fund
SCHD ×	+233.72% +9.32%/yr	+9.62%/yr (R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Mon 2025-04-28	Start Value	End Value
SWPPX ×	$10,000.00 2011-10-20	$40,298.01 2025-04-28
Schwab S&P 500 Index Fund Mutual Fund
SCHD ×	$10,000.00 2011-10-20	$33,372.15 2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	SCHD
2025 (YTD)	−7.03%	−6.15%
2024	+21.46%	+8.53%
2023	+22.17%	+1.12%
2022	−23.11%	−9.11%
2021	+20.21%	+21.31%
2020	+16.80%	+13.49%
2019	+28.51%	+24.44%
2018	−6.69%	−7.32%
2017	+19.22%	+18.35%
2016	+8.96%	+14.09%
2015	−0.46%	−1.00%
2014	+12.68%	+10.85%
2013	+30.33%	+30.88%
2012	+13.92%	+9.50%
2011	−0.94%	+5.73%
2010	+13.28%	—
2009	+22.97%	—
2008	−36.79%	—
2007	+1.32%	—
2006	+12.84%	—
2005	+1.28%	—
2004	+7.22%	—
2003	+26.15%	—
2002	−24.01%	—
2001	−13.38%	—
2000	−12.18%	—
1999	+18.81%	—
1998	+26.21%	—
1997	+8.57%	—

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Drawdowns

Thu 2011-10-20? to Mon 2025-04-28	Current Drawdown	Worst Drawdown
SWPPX ×	−10.30%	−33.76% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHD ×	−12.40%	−33.50% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund