SWPPX,SCHX,SCHK,SCHB,SCHG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2017-10-11? to Wed 2026-04-15	YTD Return	TRR Price
SWPPX ×	+0.84% 2026-04-15	7.203 TRR 2026-04-15
Schwab S&P 500 Index Fund Mutual Fund
SCHX ×	+0.77% 2026-04-15	5.878 TRR 2026-04-15
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHK ×	+1.02% 2026-04-15	2.282 TRR 2026-04-15
Schwab 1000 ETF Exchange-Traded Fund
SCHB ×	+1.20% 2026-04-15	5.718 TRR 2026-04-15
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHG ×	−3.46% 2026-04-15	7.63 TRR 2026-04-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Returns

Wed 2017-10-11? to Wed 2026-04-15	Overall Return	Exponential Trendline
SWPPX ×	+135.03% +10.56%/yr	+9.72%/yr (R2=0.860)
Schwab S&P 500 Index Fund Mutual Fund
SCHX ×	+132.24% +10.41%/yr	+9.50%/yr (R2=0.840)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHK ×	+128.23% +10.18%/yr	+9.25%/yr (R2=0.833)
Schwab 1000 ETF Exchange-Traded Fund
SCHB ×	+124.15% +9.95%/yr	+8.99%/yr (R2=0.822)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHG ×	+201.88% +13.86%/yr	+13.06%/yr (R2=0.841)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2017-10-11? to Wed 2026-04-15	Start Value	End Value
SWPPX ×	$10,000.00 2017-10-11	$23,502.60 2026-04-15
Schwab S&P 500 Index Fund Mutual Fund
SCHX ×	$10,000.00 2017-10-11	$23,223.91 2026-04-15
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHK ×	$10,000.00 2017-10-11	$22,823.29 2026-04-15
Schwab 1000 ETF Exchange-Traded Fund
SCHB ×	$10,000.00 2017-10-11	$22,414.94 2026-04-15
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2017-10-11	$30,188.15 2026-04-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	SCHX	SCHK	SCHB	SCHG
2026 (YTD)	+0.84%	+0.77%	+1.02%	+1.20%	−3.46%
2025	+14.82%	+14.42%	+14.16%	+13.91%	+14.42%
2024	+21.51%	+21.35%	+20.99%	+20.46%	+31.21%
2023	+22.07%	+22.71%	+22.52%	+22.02%	+45.18%
2022	−23.06%	−24.27%	−24.39%	−24.35%	−35.92%
2021	+20.14%	+18.48%	+17.90%	+17.58%	+19.66%
2020	+16.83%	+19.16%	+19.12%	+19.15%	+37.27%
2019	+28.53%	+28.24%	+28.33%	+27.89%	+33.06%
2018	−6.26%	−6.24%	−6.83%	−7.11%	−3.20%
2017	+19.29%	+19.39%	+5.15%	+18.76%	+25.35%
2016	+9.56%	+9.73%	—	+10.34%	+4.65%
2015	+0.57%	+0.32%	—	−0.33%	+2.49%
2014	+12.71%	+12.47%	—	+11.84%	+14.95%
2013	+30.30%	+30.47%	—	+31.22%	+32.05%
2012	+13.91%	+14.10%	—	+14.35%	+14.88%
2011	−0.92%	−1.37%	—	−1.55%	−3.60%
2010	+13.29%	+14.20%	—	+15.38%	+15.12%
2009	+22.91%	+7.46%	—	+7.64%	+2.81%
2008	−36.75%	—	—	—	—
2007	+1.30%	—	—	—	—
2006	+12.84%	—	—	—	—
2005	+1.29%	—	—	—	—
2004	+7.23%	—	—	—	—
2003	+26.11%	—	—	—	—
2002	−24.00%	—	—	—	—
2001	−13.39%	—	—	—	—
2000	−12.15%	—	—	—	—
1999	+27.29%	—	—	—	—
1998	+26.23%	—	—	—	—
1997	+15.48%	—	—	—	—

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Drawdowns

Wed 2017-10-11? to Wed 2026-04-15	Current Drawdown	Worst Drawdown
SWPPX ×	−0.93%	−33.77% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHX ×	−1.15%	−34.31% 2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHK ×	−1.00%	−34.77% 2020-03-23
Schwab 1000 ETF Exchange-Traded Fund
SCHB ×	−0.95%	−35.22% 2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHG ×	−6.31%	−38.94% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund