All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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