All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Fri 2026-05-01? |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+3.73%
2026-05-01 |
7.407 TRR
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHX × |
+5.71%
2026-05-01 |
6.038 TRR
2026-05-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
+13.71%
2026-05-01 |
4.143 TRR
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-01? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+427.03%
+12.12%/yr |
+10.57%/yr
(R2=0.964) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHX × |
+420.86%
+12.03%/yr |
+10.50%/yr
(R2=0.959) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
+314.31%
+10.28%/yr |
+9.23%/yr
(R2=0.948) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-01? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2011-10-20 |
$52,702.96
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHX × |
$10,000.00
2011-10-20 |
$52,085.66
2026-05-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$41,430.51
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SCHX | SCHD |
|---|---|---|---|
| 2026 (YTD) | +3.73% | +5.71% | +13.71% |
| 2025 | +14.80% | +14.40% | +1.62% |
| 2024 | +21.46% | +21.38% | +8.53% |
| 2023 | +22.17% | +22.73% | +1.16% |
| 2022 | −23.11% | −24.30% | −9.13% |
| 2021 | +20.21% | +18.48% | +21.34% |
| 2020 | +16.79% | +19.18% | +13.48% |
| 2019 | +28.52% | +28.28% | +24.45% |
| 2018 | −6.26% | −6.31% | −7.33% |
| 2017 | +19.28% | +19.42% | +18.35% |
| 2016 | +9.55% | +9.74% | +14.09% |
| 2015 | +0.57% | +0.31% | −1.02% |
| 2014 | +12.70% | +12.48% | +10.85% |
| 2013 | +30.31% | +30.46% | +30.91% |
| 2012 | +13.92% | +14.11% | +9.50% |
| 2011 | −0.92% | −1.38% | +5.72% |
| 2010 | +13.28% | +14.21% | — |
| 2009 | +22.92% | +7.46% | — |
| 2008 | −36.76% | — | — |
| 2007 | +1.31% | — | — |
| 2006 | +12.83% | — | — |
| 2005 | +1.31% | — | — |
| 2004 | +7.21% | — | — |
| 2003 | +26.10% | — | — |
| 2002 | −23.99% | — | — |
| 2001 | −13.38% | — | — |
| 2000 | −12.17% | — | — |
| 1999 | +27.30% | — | — |
| 1998 | +26.22% | — | — |
| 1997 | +15.48% | — | — |
| Thu 2011-10-20? to Fri 2026-05-01? |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | 0.00% |
−33.75%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHX × | 0.00% |
−34.29%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × | −0.66% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||