All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2009-11-03? to Fri 2025-08-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SWPPX × |
+4.29%
2025-08-01 |
5.559 TRR
2025-08-01 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SCHF × |
+15.19%
2025-08-01 |
1.776 TRR
2025-08-01 |
||||
Schwab International Equity ETF Exchange-Traded Fund | ||||||
Tue 2009-11-03? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWPPX × |
+419.89%
+11.04%/yr |
+10.50%/yr
(R2=0.968) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SCHF × |
+77.64%
+3.72%/yr |
+3.03%/yr
(R2=0.707) |
||||
Schwab International Equity ETF Exchange-Traded Fund | ||||||
Tue 2009-11-03? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWPPX × |
$10,000.00
2009-11-03 |
$51,989.22
2025-08-01 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SCHF × |
$10,000.00
2009-11-03 |
$17,764.13
2025-08-01 |
||||
Schwab International Equity ETF Exchange-Traded Fund | ||||||
Year | SWPPX | SCHF |
---|---|---|
2025 (YTD) | +4.29% | +15.19% |
2024 | +21.46% | +0.43% |
2023 | +22.16% | +14.47% |
2022 | −23.11% | −19.94% |
2021 | +20.11% | +4.07% |
2020 | +16.79% | +8.02% |
2019 | +28.29% | +19.50% |
2018 | −6.69% | −15.90% |
2017 | +19.21% | +23.45% |
2016 | +8.96% | +0.96% |
2015 | −0.48% | −3.20% |
2014 | +12.71% | −6.42% |
2013 | +30.33% | +17.17% |
2012 | +13.89% | +16.81% |
2011 | −0.89% | −15.07% |
2010 | +13.28% | +7.64% |
2009 | +22.87% | +5.00% |
2008 | −36.75% | — |
2007 | +1.31% | — |
2006 | +12.82% | — |
2005 | +1.31% | — |
2004 | +7.23% | — |
2003 | +26.07% | — |
2002 | −23.96% | — |
2001 | −13.38% | — |
2000 | −12.18% | — |
1999 | +18.80% | — |
1998 | +26.22% | — |
1997 | +8.59% | — |
Tue 2009-11-03? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWPPX × | −2.40% |
−33.76%
2020-03-23 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SCHF × | −4.45% |
−37.55%
2020-03-23 |
||||
Schwab International Equity ETF Exchange-Traded Fund | ||||||