All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2017-02-23? 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 | ||||||
| SWSSX × |
−2.60%
2025-07-14 |
1.6 TRR
2025-07-14 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+0.64%
2025-07-14 |
0.847 TRR
2025-07-14 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Mon 2025-07-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+129.98%
+10.44%/yr |
+9.28%/yr
(R2=0.853) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWSSX × |
+5.37%
+0.63%/yr |
−0.81%/yr
(R2=0.023) |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
−15.30%
−1.96%/yr |
−3.08%/yr
(R2=0.504) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Thu 2017-02-23? to Mon 2025-07-14 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2017-02-23 |
$22,997.86
2025-07-14 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWSSX × |
$10,000.00
2017-02-23 |
$10,536.85
2025-07-14 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
$10,000.00
2017-02-23 |
$8,470.36
2025-07-14 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWPPX | SWSSX | SWAGX |
|---|---|---|---|
| 2025 (YTD) | +4.48% | −2.60% | +0.64% |
| 2024 | +21.46% | +8.46% | −1.46% |
| 2023 | +22.17% | +13.28% | +2.04% |
| 2022 | −23.11% | −25.28% | −18.33% |
| 2021 | +20.21% | −0.52% | −8.30% |
| 2020 | +16.81% | +16.85% | +5.98% |
| 2019 | +28.51% | +17.30% | +6.16% |
| 2018 | −6.27% | −20.03% | −1.98% |
| 2017 | +19.29% | +8.08% | +1.34% |
| 2016 | +9.56% | +15.77% | — |
| 2015 | +0.58% | −10.02% | — |
| 2014 | +12.69% | −1.73% | — |
| 2013 | +30.33% | +30.19% | — |
| 2012 | +13.92% | +11.73% | — |
| 2011 | −0.96% | −11.02% | — |
| 2010 | +13.31% | +25.14% | — |
| 2009 | +22.95% | +32.10% | — |
| 2008 | −36.77% | −35.05% | — |
| 2007 | +1.30% | −18.42% | — |
| 2006 | +12.83% | +0.90% | — |
| 2005 | +1.30% | +0.77% | — |
| 2004 | +7.22% | +12.90% | — |
| 2003 | +26.11% | +40.91% | — |
| 2002 | −24.00% | −24.16% | — |
| 2001 | −13.39% | −2.31% | — |
| 2000 | −12.16% | −11.84% | — |
| 1999 | +17.63% | +21.16% | — |
| 1998 | +26.25% | −10.09% | — |
| 1997 | +8.61% | +11.41% | — |
| Thu 2017-02-23? to Mon 2025-07-14 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | −0.23% |
−33.75%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWSSX × | −23.19% |
−50.21%
2020-03-18 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × | −24.85% |
−30.88%
2023-10-19 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||