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

Mon 1999-07-12? 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
SWTSX ×	−4.91% 2025-05-02	3.436 TRR 2025-05-02
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

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Returns

Mon 1999-07-12? to Fri 2025-05-02	Overall Return	Exponential Trendline
SWPPX ×	+230.72% +4.74%/yr	+6.15%/yr (R2=0.777)
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	+243.64% +4.90%/yr	+6.32%/yr (R2=0.815)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

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Growth of $10,000

Mon 1999-07-12? to Fri 2025-05-02	Start Value	End Value
SWPPX ×	$10,000.00 1999-07-12	$33,071.70 2025-05-02
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	$10,000.00 1999-07-12	$34,364.22 2025-05-02
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

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Annual Returns

Year	SWPPX	SWTSX
2025 (YTD)	−4.39%	−4.91%
2024	+21.47%	+20.38%
2023	+22.16%	+21.96%
2022	−23.10%	−24.43%
2021	+20.22%	+17.05%
2020	+16.78%	+19.07%
2019	+28.53%	+27.67%
2018	−6.71%	−7.61%
2017	+19.24%	+18.29%
2016	+8.96%	+9.80%
2015	−0.46%	−1.14%
2014	+12.71%	+10.86%
2013	+30.28%	+30.78%
2012	+13.92%	+14.31%
2011	−0.90%	−1.63%
2010	+13.28%	+15.47%
2009	+22.89%	+24.90%
2008	−36.75%	−36.61%
2007	+1.28%	+0.98%
2006	+12.84%	+12.72%
2005	+1.33%	+2.68%
2004	+7.22%	+8.92%
2003	+26.07%	+28.56%
2002	−23.96%	−22.25%
2001	−13.41%	−12.45%
2000	−12.14%	−13.45%
1999	+18.76%	+7.36%
1998	+26.19%	—
1997	+8.63%	—

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Drawdowns

Mon 1999-07-12? to Fri 2025-05-02	Current Drawdown	Worst Drawdown
SWPPX ×	−7.74%	−58.37% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	−8.67%	−56.31% 2009-03-09
Schwab Total Stock Market Index Fund Select Shares Mutual Fund