All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 1997-07-21💬 to Mon 2026-06-15 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+7.10%
2026-06-15 |
+22.67%
2026-06-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+6.45%
2026-06-15 |
+17.94%
2026-06-15 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
+15.98%
2026-06-15 |
+37.18%
2026-06-15 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Mon 1997-07-21💬 to Mon 2026-06-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+605.41%
+6.99%/yr |
+5.35%/yr
(R2=0.257) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+137.36%
+3.04%/yr |
+2.68%/yr
(R2=0.641) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
+767.25%
+7.76%/yr |
+8.72%/yr
(R2=0.895) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Mon 1997-07-21💬 to Mon 2026-06-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
1997-07-21 |
$70,541.35
2026-06-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
$10,000.00
1997-07-21 |
$23,735.91
2026-06-15 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
$10,000.00
1997-07-21 |
$86,725.03
2026-06-15 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Year | SWPPX | SWISX | SWSSX |
|---|---|---|---|
| 2026 (YTD) | +7.10% | +6.45% | +15.98% |
| 2025 | +14.80% | +28.16% | +9.94% |
| 2024 | +21.46% | +0.64% | +8.44% |
| 2023 | +22.17% | +14.30% | +13.28% |
| 2022 | −23.11% | −19.50% | −25.26% |
| 2021 | +20.21% | +3.94% | +16.30% |
| 2020 | +16.79% | +6.68% | +20.23% |
| 2019 | +28.52% | +19.15% | +28.87% |
| 2018 | −6.26% | −15.00% | −4.26% |
| 2017 | +19.28% | +22.72% | +17.03% |
| 2016 | +9.55% | −0.98% | +22.20% |
| 2015 | +0.57% | −1.58% | +0.45% |
| 2014 | +12.70% | −6.41% | +10.86% |
| 2013 | +30.31% | +19.82% | +43.77% |
| 2012 | +13.92% | +16.89% | +17.27% |
| 2011 | −0.92% | −14.35% | +0.39% |
| 2010 | +13.28% | +5.05% | +25.82% |
| 2009 | +22.92% | +25.77% | +32.10% |
| 2008 | −36.76% | −41.87% | −35.03% |
| 2007 | +1.31% | +8.81% | +16.56% |
| 2006 | +12.83% | +21.94% | +0.90% |
| 2005 | +1.31% | +16.64% | +2.05% |
| 2004 | +7.21% | +14.60% | +12.90% |
| 2003 | +26.10% | +34.00% | +40.95% |
| 2002 | −23.99% | −17.59% | −24.17% |
| 2001 | −13.38% | −23.90% | −2.29% |
| 2000 | −12.17% | −20.23% | −11.87% |
| 1999 | +27.30% | +30.31% | +21.19% |
| 1998 | +26.22% | +14.12% | −10.09% |
| 1997 | +15.48% | −8.26% | +11.41% |
| Mon 1997-07-21💬 to Mon 2026-06-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−100.00%
from 1999-12-24 peak |
−100.00%
2009-03-05 from 1999-12-24 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
−2.51%
from 2026-02-25 peak |
−61.28%
2009-03-09 from 2007-10-31 peak |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × | — |
−57.64%
2009-03-09 from 2007-12-26 peak |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Period ending Mon 2026-06-15 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWPPX × | +22.67% |
+33.43% +15.51%/yr |
+61.16% +17.24%/yr |
+53.83% +9.00%/yr |
+208.24% +11.92%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × | +17.94% |
+33.89% +15.71%/yr |
+41.62% +12.30%/yr |
+21.38% +3.95%/yr |
+84.70% +6.33%/yr |
|
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × | +37.18% |
+42.12% +19.21%/yr |
+48.68% +14.14%/yr |
+19.85% +3.69%/yr |
+188.31% +11.17%/yr |
|
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||