SWPPX,SCHY: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2021-04-29? 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
SCHY ×	+17.11% 2025-08-01	1.038 TRR 2025-08-01
Schwab International Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2021-04-29? to Fri 2025-08-01	Overall Return	Exponential Trendline
SWPPX ×	+30.06% +6.37%/yr	+7.06%/yr (R2=0.392)
Schwab S&P 500 Index Fund Mutual Fund
SCHY ×	+3.77% +0.87%/yr	+0.24%/yr (R2=0.001)
Schwab International Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2021-04-29? to Fri 2025-08-01	Start Value	End Value
SWPPX ×	$10,000.00 2021-04-29	$13,006.07 2025-08-01
Schwab S&P 500 Index Fund Mutual Fund
SCHY ×	$10,000.00 2021-04-29	$10,377.07 2025-08-01
Schwab International Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	SCHY
2025 (YTD)	+4.29%	+17.11%
2024	+21.46%	−4.52%
2023	+22.16%	+10.53%
2022	−23.11%	−14.90%
2021	+20.11%	−0.35%
2020	+16.79%	—
2019	+28.29%	—
2018	−6.69%	—
2017	+19.21%	—
2016	+8.96%	—
2015	−0.48%	—
2014	+12.71%	—
2013	+30.33%	—
2012	+13.89%	—
2011	−0.89%	—
2010	+13.28%	—
2009	+22.87%	—
2008	−36.75%	—
2007	+1.31%	—
2006	+12.82%	—
2005	+1.31%	—
2004	+7.23%	—
2003	+26.07%	—
2002	−23.96%	—
2001	−13.38%	—
2000	−12.18%	—
1999	+18.80%	—
1998	+26.22%	—
1997	+8.59%	—

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Drawdowns

Thu 2021-04-29? to Fri 2025-08-01	Current Drawdown	Worst Drawdown
SWPPX ×	−2.40%	−29.16% 2022-10-12
Schwab S&P 500 Index Fund Mutual Fund
SCHY ×	−3.37%	−30.15% 2022-10-12
Schwab International Dividend Equity ETF Exchange-Traded Fund