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

Thu 2017-02-23? to Fri 2025-05-02	YTD Return	TRR Price
SWPPX ×	−4.39% 2025-05-02	5.11 TRR 2025-05-02
Schwab S&P 500 Index Fund Mutual Fund
SWAGX ×	+0.72% 2025-05-02	0.847 TRR 2025-05-02
Schwab US Aggregate Bond Index Fund Mutual Fund

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Returns

Thu 2017-02-23? to Fri 2025-05-02	Overall Return	Exponential Trendline
SWPPX ×	+108.57% +9.40%/yr	+9.16%/yr (R2=0.842)
Schwab S&P 500 Index Fund Mutual Fund
SWAGX ×	−15.30% −2.01%/yr	−3.11%/yr (R2=0.493)
Schwab US Aggregate Bond Index Fund Mutual Fund

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Growth of $10,000

Thu 2017-02-23? to Fri 2025-05-02	Start Value	End Value
SWPPX ×	$10,000.00 2017-02-23	$20,856.73 2025-05-02
Schwab S&P 500 Index Fund Mutual Fund
SWAGX ×	$10,000.00 2017-02-23	$8,470.36 2025-05-02
Schwab US Aggregate Bond Index Fund Mutual Fund

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Annual Returns

Year	SWPPX	SWAGX
2025 (YTD)	−4.39%	+0.72%
2024	+21.47%	−1.46%
2023	+22.16%	+2.03%
2022	−23.10%	−18.31%
2021	+20.22%	−8.30%
2020	+16.78%	+5.80%
2019	+28.53%	+6.26%
2018	−6.71%	−1.98%
2017	+19.24%	+1.34%
2016	+8.96%	—
2015	−0.46%	—
2014	+12.71%	—
2013	+30.28%	—
2012	+13.92%	—
2011	−0.90%	—
2010	+13.28%	—
2009	+22.89%	—
2008	−36.75%	—
2007	+1.28%	—
2006	+12.84%	—
2005	+1.33%	—
2004	+7.22%	—
2003	+26.07%	—
2002	−23.96%	—
2001	−13.41%	—
2000	−12.14%	—
1999	+18.76%	—
1998	+26.19%	—
1997	+8.63%	—

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Drawdowns

Thu 2017-02-23? to Fri 2025-05-02	Current Drawdown	Worst Drawdown
SWPPX ×	−7.74%	−33.76% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWAGX ×	−24.92%	−30.99% 2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund