All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−4.57%
2026-04-02 |
6.814 TRR
2026-04-02 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+11.13%
2026-04-02 |
4.017 TRR
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+0.96%
2026-04-02 |
2.251 TRR
2026-04-02 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+384.81%
+11.54%/yr |
+10.57%/yr
(R2=0.963) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+301.68%
+10.10%/yr |
+9.24%/yr
(R2=0.948) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+108.02%
+5.20%/yr |
+3.24%/yr
(R2=0.664) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2011-10-20? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2011-10-20 |
$48,481.38
2026-04-02 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$40,168.24
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
$10,000.00
2011-10-20 |
$20,801.99
2026-04-02 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Year | SWPPX | SCHD | SWISX |
|---|---|---|---|
| 2026 (YTD) | −4.57% | +11.13% | +0.96% |
| 2025 | +14.83% | +1.63% | +28.17% |
| 2024 | +21.38% | +8.54% | +0.62% |
| 2023 | +22.19% | +1.18% | +14.32% |
| 2022 | −23.12% | −9.14% | −19.50% |
| 2021 | +20.25% | +21.34% | +3.95% |
| 2020 | +16.79% | +13.45% | +6.66% |
| 2019 | +28.51% | +24.45% | +19.11% |
| 2018 | −6.26% | −7.32% | −14.97% |
| 2017 | +19.29% | +18.36% | +22.70% |
| 2016 | +9.55% | +14.07% | −0.95% |
| 2015 | +0.57% | −1.02% | −1.59% |
| 2014 | +12.70% | +10.84% | −6.42% |
| 2013 | +30.32% | +30.92% | +19.83% |
| 2012 | +13.90% | +9.50% | +16.92% |
| 2011 | −0.90% | +5.72% | −14.36% |
| 2010 | +13.26% | — | +5.05% |
| 2009 | +22.93% | — | +25.73% |
| 2008 | −36.75% | — | −41.86% |
| 2007 | +1.31% | — | +8.81% |
| 2006 | +12.83% | — | +21.92% |
| 2005 | +1.30% | — | +16.63% |
| 2004 | +7.20% | — | +14.61% |
| 2003 | +26.13% | — | +34.00% |
| 2002 | −23.99% | — | −17.55% |
| 2001 | −13.39% | — | −23.92% |
| 2000 | −12.16% | — | −20.21% |
| 1999 | +27.30% | — | +30.30% |
| 1998 | +26.23% | — | +14.15% |
| 1997 | +15.47% | — | −8.29% |
| Thu 2011-10-20? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −6.26% |
−33.72%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −3.47% |
−33.48%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × | −7.54% |
−36.53%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||