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

Thu 2010-09-09? to Fri 2026-05-01	YTD Return	TRR Price
SWPPX ×	+3.74% 2026-05-01	7.406 TRR 2026-05-01
Schwab S&P 500 Index Fund Mutual Fund
VOO ×	+3.72% 2026-05-01	5.741 TRR 2026-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund

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Returns

Thu 2010-09-09? to Fri 2026-05-01	Overall Return	Exponential Trendline
SWPPX ×	+471.12% +11.78%/yr	+10.71%/yr (R2=0.970)
Schwab S&P 500 Index Fund Mutual Fund
VOO ×	+474.06% +11.82%/yr	+10.75%/yr (R2=0.970)
Vanguard S&P 500 ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2010-09-09? to Fri 2026-05-01	Start Value	End Value
SWPPX ×	$10,000.00 2010-09-09	$57,112.14 2026-05-01
Schwab S&P 500 Index Fund Mutual Fund
VOO ×	$10,000.00 2010-09-09	$57,405.77 2026-05-01
Vanguard S&P 500 ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	VOO
2026 (YTD)	+3.74%	+3.72%
2025	+14.80%	+14.75%
2024	+21.48%	+21.47%
2023	+22.15%	+22.23%
2022	−23.10%	−23.14%
2021	+20.21%	+20.33%
2020	+16.78%	+16.73%
2019	+28.51%	+28.43%
2018	−6.26%	−6.29%
2017	+19.29%	+19.25%
2016	+9.55%	+9.89%
2015	+0.57%	+0.59%
2014	+12.71%	+12.70%
2013	+30.30%	+30.43%
2012	+13.92%	+14.01%
2011	−0.92%	−1.04%
2010	+13.27%	+14.35%
2009	+22.91%	—
2008	−36.74%	—
2007	+1.30%	—
2006	+12.85%	—
2005	+1.29%	—
2004	+7.21%	—
2003	+26.10%	—
2002	−23.99%	—
2001	−13.37%	—
2000	−12.18%	—
1999	+27.31%	—
1998	+26.22%	—
1997	+15.46%	—

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Drawdowns

Thu 2010-09-09? to Fri 2026-05-01	Current Drawdown	Worst Drawdown
SWPPX ×	0.00%	−33.73% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
VOO ×	0.00%	−33.95% 2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund