All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2021-04-29? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+6.44%
2026-05-22 |
+24.59%
2026-05-22 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+17.18%
2026-05-22 |
+26.43%
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHY × |
+6.21%
2026-05-22 |
+20.10%
2026-05-22 |
||||
| Schwab International Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2021-04-29? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+52.53%
+8.70%/yr |
+9.63%/yr
(R2=0.622) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+25.61%
+4.61%/yr |
+2.96%/yr
(R2=0.295) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHY × |
+24.04%
+4.35%/yr |
+4.05%/yr
(R2=0.259) |
||||
| Schwab International Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2021-04-29? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2021-04-29 |
$15,252.91
2026-05-22 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2021-04-29 |
$12,561.21
2026-05-22 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHY × |
$10,000.00
2021-04-29 |
$12,403.90
2026-05-22 |
||||
| Schwab International Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHD | SCHY |
|---|---|---|---|
| 2026 (YTD) | +6.44% | +17.18% | +6.21% |
| 2025 | +14.80% | +1.62% | +30.49% |
| 2024 | +21.46% | +8.53% | −4.54% |
| 2023 | +22.17% | +1.16% | +10.56% |
| 2022 | −23.11% | −9.13% | −14.92% |
| 2021 | +20.21% | +21.34% | −0.33% |
| 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 2021-04-29? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−0.39%
from 2026-05-14 peak |
−29.15%
2022-10-12 from 2021-12-29 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | — |
−21.66%
2022-09-30 from 2022-01-04 peak |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHY × |
−5.88%
from 2026-02-27 peak |
−30.14%
2022-10-12 from 2021-06-14 peak |
||||
| Schwab International Dividend Equity ETF Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWPPX × | +24.59% |
+35.76% +16.53%/yr |
+68.89% +19.08%/yr |
+55.25% +9.19%/yr |
+208.64% +11.92%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | +26.43% |
+26.15% +12.32%/yr |
+42.04% +12.41%/yr |
+23.20% +4.26%/yr |
+148.29% +9.52%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SCHY × | +20.10% |
+34.88% +16.15%/yr |
+38.98% +11.59%/yr |
+21.27% +3.93%/yr |
— | |
| Schwab International Dividend Equity ETF Exchange-Traded Fund | ||||||