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

Wed 2017-10-11💬 to Thu 2026-06-18	YTD Return	1 Year Return
SWPPX ×	+6.30% 2026-06-18	+21.71% 2026-06-18
Schwab S&P 500 Index Fund Mutual Fund
SCHX ×	+6.06% 2026-06-18	+21.01% 2026-06-18
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHK ×	+6.60% 2026-06-18	+21.63% 2026-06-18
Schwab 1000 ETF Exchange-Traded Fund
SCHB ×	+6.88% 2026-06-18	+21.99% 2026-06-18
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHG ×	+0.41% 2026-06-18	+16.79% 2026-06-18
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

---

Returns

Wed 2017-10-11💬 to Thu 2026-06-18	Overall Return	Exponential Trendline
SWPPX ×	+147.70% +11.01%/yr	+9.87%/yr (R2=0.869)
Schwab S&P 500 Index Fund Mutual Fund
SCHX ×	+144.38% +10.84%/yr	+9.65%/yr (R2=0.850)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHK ×	+140.90% +10.65%/yr	+9.40%/yr (R2=0.843)
Schwab 1000 ETF Exchange-Traded Fund
SCHB ×	+136.71% +10.43%/yr	+9.15%/yr (R2=0.832)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHG ×	+214.06% +14.09%/yr	+13.15%/yr (R2=0.850)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

---

Growth of $10,000

Wed 2017-10-11💬 to Thu 2026-06-18	Start Value	End Value
SWPPX ×	$10,000.00 2017-10-11	$24,769.56 2026-06-18
Schwab S&P 500 Index Fund Mutual Fund
SCHX ×	$10,000.00 2017-10-11	$24,437.77 2026-06-18
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHK ×	$10,000.00 2017-10-11	$24,090.21 2026-06-18
Schwab 1000 ETF Exchange-Traded Fund
SCHB ×	$10,000.00 2017-10-11	$23,671.33 2026-06-18
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2017-10-11	$31,406.38 2026-06-18
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

---

Annual Returns

Year	SWPPX	SCHX	SCHK	SCHB	SCHG
2026 (YTD)	+6.30%	+6.06%	+6.60%	+6.88%	+0.41%
2025	+14.80%	+14.40%	+14.17%	+13.89%	+14.44%
2024	+21.46%	+21.38%	+21.00%	+20.46%	+31.18%
2023	+22.17%	+22.73%	+22.52%	+22.07%	+45.24%
2022	−23.11%	−24.30%	−24.40%	−24.35%	−35.94%
2021	+20.21%	+18.48%	+17.88%	+17.56%	+19.69%
2020	+16.79%	+19.18%	+19.12%	+19.14%	+37.27%
2019	+28.52%	+28.28%	+28.38%	+27.87%	+32.98%
2018	−6.26%	−6.31%	−6.85%	−7.07%	−3.20%
2017	+19.28%	+19.42%	+5.17%	+18.69%	+25.40%
2016	+9.55%	+9.74%	—	+10.38%	+4.65%
2015	+0.57%	+0.31%	—	−0.33%	+2.49%
2014	+12.70%	+12.48%	—	+11.84%	+14.93%
2013	+30.31%	+30.46%	—	+31.22%	+32.06%
2012	+13.92%	+14.11%	—	+14.36%	+14.89%
2011	−0.92%	−1.38%	—	−1.55%	−3.60%
2010	+13.28%	+14.21%	—	+15.37%	+15.12%
2009	+22.92%	+7.46%	—	+7.65%	+2.82%
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%	—	—	—	—

---

Drawdowns

Wed 2017-10-11💬 to Thu 2026-06-18	Current Drawdown	Worst Drawdown
SWPPX ×	−1.55% from 2026-06-02 peak	−33.75% 2020-03-23 from 2020-02-19 peak
Schwab S&P 500 Index Fund Mutual Fund
SCHX ×	−1.61% from 2026-06-02 peak	−34.29% 2020-03-23 from 2020-02-19 peak
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHK ×	−1.43% from 2026-06-02 peak	−34.75% 2020-03-23 from 2020-02-19 peak
Schwab 1000 ETF Exchange-Traded Fund
SCHB ×	−1.37% from 2026-06-02 peak	−35.23% 2020-03-23 from 2020-02-19 peak
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHG ×	−4.15% from 2026-06-01 peak	−38.93% 2023-01-05 from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

---

Rolling Returns

Period ending Thu 2026-06-18	1 Year	2 Years	3 Years	5 Years	10 Years
SWPPX ×	+21.71%	+31.07% +14.49%/yr	+60.55% +17.09%/yr	+55.74% +9.27%/yr	+205.99% +11.83%/yr
Schwab S&P 500 Index Fund Mutual Fund
SCHX ×	+21.01%	+30.88% +14.40%/yr	+60.06% +16.98%/yr	+51.04% +8.60%/yr	+202.72% +11.71%/yr
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHK ×	+21.63%	+31.35% +14.61%/yr	+60.10% +16.98%/yr	+50.37% +8.50%/yr	—
Schwab 1000 ETF Exchange-Traded Fund
SCHB ×	+21.99%	+31.64% +14.73%/yr	+59.42% +16.82%/yr	+48.06% +8.16%/yr	+193.79% +11.38%/yr
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHG ×	+16.79%	+26.03% +12.27%/yr	+68.35% +18.96%/yr	+58.13% +9.60%/yr	+299.14% +14.85%/yr
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund