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

Thu 2021-02-25? to Thu 2025-05-29	YTD Return	TRR Price
SWPPX ×	−0.76% 2025-05-29	5.366 TRR 2025-05-29
Schwab S&P 500 Index Fund Mutual Fund
SWYOX ×	+2.78% 2025-05-29	1.132 TRR 2025-05-29
Schwab Target 2065 Index Fund Mutual Fund

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Returns

Thu 2021-02-25? to Thu 2025-05-29	Overall Return	Exponential Trendline
SWPPX ×	+34.42% +7.20%/yr	+6.00%/yr (R2=0.324)
Schwab S&P 500 Index Fund Mutual Fund
SWYOX ×	+13.19% +2.95%/yr	+1.84%/yr (R2=0.048)
Schwab Target 2065 Index Fund Mutual Fund

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Growth of $10,000

Thu 2021-02-25? to Thu 2025-05-29	Start Value	End Value
SWPPX ×	$10,000.00 2021-02-25	$13,442.38 2025-05-29
Schwab S&P 500 Index Fund Mutual Fund
SWYOX ×	$10,000.00 2021-02-25	$11,318.78 2025-05-29
Schwab Target 2065 Index Fund Mutual Fund

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Annual Returns

Year	SWPPX	SWYOX
2025 (YTD)	−0.76%	+2.78%
2024	+21.46%	+11.71%
2023	+22.16%	+17.69%
2022	−23.10%	−22.90%
2021	+20.20%	+8.47%
2020	+16.80%	—
2019	+28.51%	—
2018	−6.26%	—
2017	+19.28%	—
2016	+9.55%	—
2015	+0.58%	—
2014	+12.72%	—
2013	+30.27%	—
2012	+13.94%	—
2011	−0.91%	—
2010	+13.26%	—
2009	+22.93%	—
2008	−36.77%	—
2007	+1.31%	—
2006	+12.85%	—
2005	+1.31%	—
2004	+7.20%	—
2003	+26.10%	—
2002	−23.97%	—
2001	−13.37%	—
2000	−12.18%	—
1999	+17.63%	—
1998	+26.20%	—
1997	+8.65%	—

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Drawdowns

Thu 2021-02-25? to Thu 2025-05-29	Current Drawdown	Worst Drawdown
SWPPX ×	−4.25%	−29.15% 2022-10-12
Schwab S&P 500 Index Fund Mutual Fund
SWYOX ×	−1.37%	−31.10% 2022-10-14
Schwab Target 2065 Index Fund Mutual Fund