All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2021-02-25? to Fri 2026-05-01? |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+3.73%
2026-05-01 |
7.407 TRR
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
+6.29%
2026-05-01 |
4.455 TRR
2026-05-01 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWYOX × |
+5.50%
2026-05-01 |
1.361 TRR
2026-05-01 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Thu 2021-02-25? to Fri 2026-05-01? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+61.29%
+9.67%/yr |
+8.98%/yr
(R2=0.599) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
+51.04%
+8.29%/yr |
+7.86%/yr
(R2=0.506) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWYOX × |
+36.06%
+6.13%/yr |
+5.49%/yr
(R2=0.350) |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Thu 2021-02-25? to Fri 2026-05-01? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2021-02-25 |
$16,128.67
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
$10,000.00
2021-02-25 |
$15,104.33
2026-05-01 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWYOX × |
$10,000.00
2021-02-25 |
$13,606.15
2026-05-01 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Year | SWPPX | SWTSX | SWYOX |
|---|---|---|---|
| 2026 (YTD) | +3.73% | +6.29% | +5.50% |
| 2025 | +14.80% | +14.00% | +17.34% |
| 2024 | +21.46% | +20.38% | +11.71% |
| 2023 | +22.17% | +21.97% | +17.67% |
| 2022 | −23.11% | −24.43% | −22.88% |
| 2021 | +20.21% | +17.39% | +8.43% |
| 2020 | +16.79% | +19.09% | — |
| 2019 | +28.52% | +27.97% | — |
| 2018 | −6.26% | −7.12% | — |
| 2017 | +19.28% | +18.57% | — |
| 2016 | +9.55% | +10.31% | — |
| 2015 | +0.57% | −0.30% | — |
| 2014 | +12.70% | +11.53% | — |
| 2013 | +30.31% | +31.38% | — |
| 2012 | +13.92% | +14.30% | — |
| 2011 | −0.92% | −1.65% | — |
| 2010 | +13.28% | +15.51% | — |
| 2009 | +22.92% | +24.91% | — |
| 2008 | −36.76% | −36.62% | — |
| 2007 | +1.31% | +1.23% | — |
| 2006 | +12.83% | +12.69% | — |
| 2005 | +1.31% | +2.69% | — |
| 2004 | +7.21% | +8.93% | — |
| 2003 | +26.10% | +28.57% | — |
| 2002 | −23.99% | −22.28% | — |
| 2001 | −13.38% | −12.44% | — |
| 2000 | −12.17% | −13.45% | — |
| 1999 | +27.30% | +7.36% | — |
| 1998 | +26.22% | — | — |
| 1997 | +15.48% | — | — |
| Thu 2021-02-25? to Fri 2026-05-01? |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × | 0.00% |
−29.15%
2022-10-12 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × | 0.00% |
−30.21%
2022-10-14 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWYOX × | −0.01% |
−31.09%
2022-10-14 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||