All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? 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 | ||||||
| SCHW × |
+28.88%
2025-08-01 |
138.38 TRR
2025-08-01 |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| SCHD × |
−3.13%
2025-08-01 |
3.416 TRR
2025-08-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+350.65%
+11.54%/yr |
+10.20%/yr
(R2=0.956) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHW × |
+562.62%
+14.71%/yr |
+11.68%/yr
(R2=0.785) |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| SCHD × |
+241.62%
+9.32%/yr |
+9.47%/yr
(R2=0.947) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2011-10-20 |
$45,065.42
2025-08-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHW × |
$10,000.00
2011-10-20 |
$66,262.14
2025-08-01 |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$34,161.81
2025-08-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHW | SCHD |
|---|---|---|---|
| 2025 (YTD) | +4.29% | +28.88% | −3.13% |
| 2024 | +21.46% | +6.11% | +8.53% |
| 2023 | +22.16% | −18.69% | +1.16% |
| 2022 | −23.11% | −5.98% | −9.15% |
| 2021 | +20.11% | +49.69% | +21.32% |
| 2020 | +16.79% | +12.05% | +13.50% |
| 2019 | +28.29% | +13.77% | +24.46% |
| 2018 | −6.69% | −19.95% | −7.32% |
| 2017 | +19.21% | +28.43% | +18.36% |
| 2016 | +8.96% | +18.56% | +14.10% |
| 2015 | −0.48% | +9.13% | −1.08% |
| 2014 | +12.71% | +16.27% | +10.85% |
| 2013 | +30.33% | +80.65% | +30.94% |
| 2012 | +13.89% | +27.62% | +9.50% |
| 2011 | −0.89% | −35.03% | +5.72% |
| 2010 | +13.28% | −9.17% | — |
| 2009 | +22.87% | +14.96% | — |
| 2008 | −36.75% | −36.09% | — |
| 2007 | +1.31% | +34.47% | — |
| 2006 | +12.82% | +29.62% | — |
| 2005 | +1.31% | +19.44% | — |
| 2004 | +7.23% | −1.43% | — |
| 2003 | +26.07% | +7.65% | — |
| 2002 | −23.96% | −31.19% | — |
| 2001 | −13.38% | −46.18% | — |
| 2000 | −12.18% | +7.76% | — |
| 1999 | +18.80% | +32.80% | — |
| 1998 | +26.22% | +98.60% | — |
| 1997 | +8.59% | +94.21% | — |
| 1996 | — | +55.04% | — |
| 1995 | — | +70.08% | — |
| 1994 | — | +5.93% | — |
| 1993 | — | +82.32% | — |
| 1992 | — | −15.65% | — |
| 1991 | — | +291.75% | — |
| 1990 | — | −22.01% | — |
| 1989 | — | +97.33% | — |
| 1988 | — | +7.68% | — |
| 1987 | — | −63.79% | — |
| Thu 2011-10-20? 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 | ||||||
| SCHW × | −9.08% |
−53.61%
2023-05-04 |
||||
| Charles Schwab Corp NYSE Common Stock | ||||||
| SCHD × | −10.33% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||