All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 1997-07-21? to Mon 2025-07-14 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+4.48%
2025-07-14 |
5.673 TRR
2025-07-14 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+16.95%
2025-07-14 |
2.034 TRR
2025-07-14 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
−2.60%
2025-07-14 |
1.6 TRR
2025-07-14 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Mon 1997-07-21? to Mon 2025-07-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+456.20%
+6.32%/yr |
+5.66%/yr
(R2=0.755) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+103.38%
+2.57%/yr |
+2.55%/yr
(R2=0.605) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
+55.97%
+1.60%/yr |
+1.85%/yr
(R2=0.396) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Mon 1997-07-21? to Mon 2025-07-14 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
1997-07-21 |
$55,619.98
2025-07-14 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
$10,000.00
1997-07-21 |
$20,338.35
2025-07-14 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × |
$10,000.00
1997-07-21 |
$15,597.08
2025-07-14 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| Year | SWPPX | SWISX | SWSSX |
|---|---|---|---|
| 2025 (YTD) | +4.48% | +16.95% | −2.60% |
| 2024 | +21.46% | +0.65% | +8.46% |
| 2023 | +22.17% | +14.27% | +13.28% |
| 2022 | −23.11% | −19.50% | −25.28% |
| 2021 | +20.21% | +3.95% | −0.52% |
| 2020 | +16.81% | +6.66% | +16.85% |
| 2019 | +28.51% | +19.14% | +17.30% |
| 2018 | −6.27% | −14.97% | −20.03% |
| 2017 | +19.29% | +22.74% | +8.08% |
| 2016 | +9.56% | −0.98% | +15.77% |
| 2015 | +0.58% | −1.61% | −10.02% |
| 2014 | +12.69% | −6.39% | −1.73% |
| 2013 | +30.33% | +19.84% | +30.19% |
| 2012 | +13.92% | +16.84% | +11.73% |
| 2011 | −0.96% | −14.36% | −11.02% |
| 2010 | +13.31% | +5.07% | +25.14% |
| 2009 | +22.95% | +25.76% | +32.10% |
| 2008 | −36.77% | −41.86% | −35.05% |
| 2007 | +1.30% | +8.83% | −18.42% |
| 2006 | +12.83% | +21.89% | +0.90% |
| 2005 | +1.30% | +16.64% | +0.77% |
| 2004 | +7.22% | +14.64% | +12.90% |
| 2003 | +26.11% | +33.98% | +40.91% |
| 2002 | −24.00% | −17.57% | −24.16% |
| 2001 | −13.39% | −23.91% | −2.31% |
| 2000 | −12.16% | −20.23% | −11.84% |
| 1999 | +17.63% | +30.32% | +21.16% |
| 1998 | +26.25% | +14.10% | −10.09% |
| 1997 | +8.61% | −8.27% | +11.41% |
| Mon 1997-07-21? to Mon 2025-07-14 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −0.23% |
−58.38%
2009-03-09 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × | −1.13% |
−61.28%
2009-03-09 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWSSX × | −23.19% |
−68.94%
2009-03-09 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||