All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SWPPX,SCHF: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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