All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Tue 2025-08-05 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+6.05%
2025-08-05 |
5.611 TRR
2025-08-05 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
−2.91%
2025-08-05 |
3.461 TRR
2025-08-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+16.18%
2025-08-05 |
2.021 TRR
2025-08-05 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Tue 2025-08-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+354.97%
+11.61%/yr |
+10.20%/yr
(R2=0.956) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+246.10%
+9.42%/yr |
+9.47%/yr
(R2=0.947) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+86.81%
+4.64%/yr |
+2.94%/yr
(R2=0.616) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Tue 2025-08-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2011-10-20 |
$45,497.43
2025-08-05 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$34,610.41
2025-08-05 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
$10,000.00
2011-10-20 |
$18,681.47
2025-08-05 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Year | SWPPX | SCHD | SWISX |
|---|---|---|---|
| 2025 (YTD) | +6.05% | −2.91% | +16.18% |
| 2024 | +21.47% | +8.53% | +0.65% |
| 2023 | +22.17% | +1.16% | +14.30% |
| 2022 | −23.11% | −9.11% | −19.50% |
| 2021 | +20.10% | +21.32% | +3.95% |
| 2020 | +16.80% | +13.50% | +6.69% |
| 2019 | +28.27% | +24.46% | +19.11% |
| 2018 | −6.69% | −7.32% | −14.99% |
| 2017 | +19.23% | +18.28% | +22.75% |
| 2016 | +8.96% | +14.09% | −0.98% |
| 2015 | −0.48% | −1.00% | −1.61% |
| 2014 | +12.70% | +10.85% | −6.38% |
| 2013 | +30.32% | +30.93% | +19.81% |
| 2012 | +13.93% | +9.50% | +16.89% |
| 2011 | −0.93% | +5.72% | −14.35% |
| 2010 | +13.27% | — | +5.07% |
| 2009 | +22.93% | — | +25.72% |
| 2008 | −36.77% | — | −41.85% |
| 2007 | +1.31% | — | +8.82% |
| 2006 | +12.87% | — | +21.93% |
| 2005 | +1.31% | — | +16.62% |
| 2004 | +7.18% | — | +14.61% |
| 2003 | +26.13% | — | +33.99% |
| 2002 | −24.00% | — | −17.59% |
| 2001 | −13.38% | — | −23.88% |
| 2000 | −12.17% | — | −20.25% |
| 1999 | +18.79% | — | +30.34% |
| 1998 | +26.21% | — | +14.08% |
| 1997 | +8.58% | — | −8.26% |
| Thu 2011-10-20? to Tue 2025-08-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −1.46% |
−33.75%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −9.17% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × | −3.41% |
−36.56%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||