All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20💬 to Thu 2026-06-18 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+6.30%
2026-06-18 |
+21.71%
2026-06-18 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+13.04%
2026-06-18 |
+19.16%
2026-06-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Thu 2026-06-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+440.08%
+12.19%/yr |
+10.60%/yr
(R2=0.965) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+308.52%
+10.08%/yr |
+9.22%/yr
(R2=0.950) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20💬 to Thu 2026-06-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2011-10-20 |
$54,008.12
2026-06-18 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$40,852.31
2026-06-18 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHD |
|---|---|---|
| 2026 (YTD) | +6.30% | +13.04% |
| 2025 | +14.80% | +1.62% |
| 2024 | +21.46% | +8.53% |
| 2023 | +22.17% | +1.16% |
| 2022 | −23.11% | −9.13% |
| 2021 | +20.21% | +21.34% |
| 2020 | +16.79% | +13.48% |
| 2019 | +28.52% | +24.45% |
| 2018 | −6.26% | −7.33% |
| 2017 | +19.28% | +18.35% |
| 2016 | +9.55% | +14.09% |
| 2015 | +0.57% | −1.02% |
| 2014 | +12.70% | +10.85% |
| 2013 | +30.31% | +30.91% |
| 2012 | +13.92% | +9.50% |
| 2011 | −0.92% | +5.72% |
| 2010 | +13.28% | — |
| 2009 | +22.92% | — |
| 2008 | −36.76% | — |
| 2007 | +1.31% | — |
| 2006 | +12.83% | — |
| 2005 | +1.31% | — |
| 2004 | +7.21% | — |
| 2003 | +26.10% | — |
| 2002 | −23.99% | — |
| 2001 | −13.38% | — |
| 2000 | −12.17% | — |
| 1999 | +27.30% | — |
| 1998 | +26.22% | — |
| 1997 | +15.48% | — |
| Thu 2011-10-20💬 to Thu 2026-06-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−1.55%
from 2026-06-02 peak |
−33.75%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
−3.32%
from 2026-05-22 peak |
−33.51%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-06-18 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWPPX × | +21.71% |
+31.07% +14.49%/yr |
+60.55% +17.09%/yr |
+55.74% +9.27%/yr |
+205.99% +11.83%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | +19.16% |
+24.22% +11.45%/yr |
+32.22% +9.76%/yr |
+24.42% +4.47%/yr |
+134.02% +8.87%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
