All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Thu 2026-04-16 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+1.12%
2026-04-16 |
7.223 TRR
2026-04-16 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHX × |
+0.99%
2026-04-16 |
5.89 TRR
2026-04-16 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
+10.99%
2026-04-16 |
4.012 TRR
2026-04-16 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2026-04-16 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+413.77%
+11.96%/yr |
+10.57%/yr
(R2=0.963) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHX × |
+408.09%
+11.87%/yr |
+10.49%/yr
(R2=0.959) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
+301.17%
+10.06%/yr |
+9.23%/yr
(R2=0.948) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2026-04-16 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2011-10-20 |
$51,376.67
2026-04-16 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHX × |
$10,000.00
2011-10-20 |
$50,808.53
2026-04-16 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$40,117.19
2026-04-16 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHX | SCHD |
|---|---|---|---|
| 2026 (YTD) | +1.12% | +0.99% | +10.99% |
| 2025 | +14.82% | +14.37% | +1.65% |
| 2024 | +21.42% | +21.40% | +8.50% |
| 2023 | +22.17% | +22.71% | +1.17% |
| 2022 | −23.06% | −24.27% | −9.13% |
| 2021 | +20.14% | +18.48% | +21.37% |
| 2020 | +16.82% | +19.16% | +13.48% |
| 2019 | +28.52% | +28.24% | +24.41% |
| 2018 | −6.25% | −6.31% | −7.31% |
| 2017 | +19.29% | +19.48% | +18.33% |
| 2016 | +9.54% | +9.73% | +14.10% |
| 2015 | +0.57% | +0.30% | −1.01% |
| 2014 | +12.71% | +12.49% | +10.82% |
| 2013 | +30.32% | +30.45% | +30.92% |
| 2012 | +13.91% | +14.12% | +9.50% |
| 2011 | −0.92% | −1.39% | +5.73% |
| 2010 | +13.29% | +14.21% | — |
| 2009 | +22.91% | +7.46% | — |
| 2008 | −36.76% | — | — |
| 2007 | +1.32% | — | — |
| 2006 | +12.81% | — | — |
| 2005 | +1.32% | — | — |
| 2004 | +7.19% | — | — |
| 2003 | +26.10% | — | — |
| 2002 | −23.97% | — | — |
| 2001 | −13.39% | — | — |
| 2000 | −12.17% | — | — |
| 1999 | +27.32% | — | — |
| 1998 | +26.23% | — | — |
| 1997 | +15.48% | — | — |
| Thu 2011-10-20? to Thu 2026-04-16 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −0.66% |
−33.76%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHX × | −0.93% |
−34.31%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × | −3.57% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||