All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−4.57%
2026-04-02 |
6.814 TRR
2026-04-02 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SPY × |
−4.60%
2026-04-02 |
11.8 TRR
2026-04-02 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+11.13%
2026-04-02 |
4.017 TRR
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+384.81%
+11.54%/yr |
+10.57%/yr
(R2=0.963) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SPY × |
+381.77%
+11.49%/yr |
+10.52%/yr
(R2=0.963) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
+301.68%
+10.10%/yr |
+9.24%/yr
(R2=0.948) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2011-10-20 |
$48,481.38
2026-04-02 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SPY × |
$10,000.00
2011-10-20 |
$48,176.74
2026-04-02 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$40,168.24
2026-04-02 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | SPY | SCHD |
|---|---|---|---|
| 2026 (YTD) | −4.57% | −4.60% | +11.13% |
| 2025 | +14.83% | +14.65% | +1.63% |
| 2024 | +21.38% | +21.39% | +8.54% |
| 2023 | +22.19% | +22.09% | +1.18% |
| 2022 | −23.12% | −23.15% | −9.14% |
| 2021 | +20.25% | +20.26% | +21.34% |
| 2020 | +16.79% | +16.74% | +13.45% |
| 2019 | +28.51% | +28.29% | +24.45% |
| 2018 | −6.26% | −6.35% | −7.32% |
| 2017 | +19.29% | +19.19% | +18.36% |
| 2016 | +9.55% | +9.73% | +14.07% |
| 2015 | +0.57% | +0.50% | −1.02% |
| 2014 | +12.70% | +12.61% | +10.84% |
| 2013 | +30.32% | +30.35% | +30.92% |
| 2012 | +13.90% | +14.01% | +9.50% |
| 2011 | −0.90% | −1.04% | +5.72% |
| 2010 | +13.26% | +13.35% | — |
| 2009 | +22.93% | +23.01% | — |
| 2008 | −36.75% | −36.85% | — |
| 2007 | +1.31% | +1.01% | — |
| 2006 | +12.83% | +13.00% | — |
| 2005 | +1.30% | +1.36% | — |
| 2004 | +7.20% | +7.21% | — |
| 2003 | +26.13% | +25.82% | — |
| 2002 | −23.99% | −23.41% | — |
| 2001 | −13.39% | −13.10% | — |
| 2000 | −12.16% | −12.70% | — |
| 1999 | +27.30% | +17.24% | — |
| 1998 | +26.23% | +26.65% | — |
| 1997 | +15.47% | +31.24% | — |
| 1996 | — | +18.63% | — |
| 1995 | — | +34.60% | — |
| 1994 | — | −2.22% | — |
| 1993 | — | +6.23% | — |
| Thu 2011-10-20? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −6.26% |
−33.72%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SPY × | −6.28% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHD × | −3.47% |
−33.48%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||