SWPPX,VTI,SCHX,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20💬 to Tue 2026-05-26	YTD Return	1 Year Return
SWPPX ×	+7.06% 2026-05-26	+26.15% 2026-05-26
Schwab S&P 500 Index Fund Mutual Fund
VTI ×	+7.28% 2026-05-26	+26.19% 2026-05-26
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHX ×	+6.80% 2026-05-26	+25.42% 2026-05-26
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD ×	+16.56% 2026-05-26	+26.11% 2026-05-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20💬 to Tue 2026-05-26	Overall Return	Exponential Trendline
SWPPX ×	+443.96% +12.30%/yr	+10.59%/yr (R2=0.964)
Schwab S&P 500 Index Fund Mutual Fund
VTI ×	+419.66% +11.95%/yr	+10.13%/yr (R2=0.954)
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHX ×	+437.40% +12.21%/yr	+10.51%/yr (R2=0.960)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD ×	+321.26% +10.35%/yr	+9.22%/yr (R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20💬 to Tue 2026-05-26	Start Value	End Value
SWPPX ×	$10,000.00 2011-10-20	$54,395.95 2026-05-26
Schwab S&P 500 Index Fund Mutual Fund
VTI ×	$10,000.00 2011-10-20	$51,965.98 2026-05-26
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHX ×	$10,000.00 2011-10-20	$53,740.20 2026-05-26
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2011-10-20	$42,126.33 2026-05-26
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SWPPX	VTI	SCHX	SCHD
2026 (YTD)	+7.06%	+7.28%	+6.80%	+16.56%
2025	+14.80%	+14.05%	+14.40%	+1.62%
2024	+21.46%	+20.34%	+21.38%	+8.53%
2023	+22.17%	+21.96%	+22.73%	+1.16%
2022	−23.11%	−24.41%	−24.30%	−9.13%
2021	+20.21%	+17.42%	+18.48%	+21.34%
2020	+16.79%	+19.45%	+19.18%	+13.48%
2019	+28.52%	+27.75%	+28.28%	+24.45%
2018	−6.26%	−7.01%	−6.31%	−7.33%
2017	+19.28%	+18.70%	+19.42%	+18.35%
2016	+9.55%	+10.53%	+9.74%	+14.09%
2015	+0.57%	−0.37%	+0.31%	−1.02%
2014	+12.70%	+11.71%	+12.48%	+10.85%
2013	+30.31%	+31.47%	+30.46%	+30.91%
2012	+13.92%	+14.47%	+14.11%	+9.50%
2011	−0.92%	−1.94%	−1.38%	+5.72%
2010	+13.28%	+15.70%	+14.21%	—
2009	+22.92%	+25.49%	+7.46%	—
2008	−36.76%	−37.04%	—	—
2007	+1.31%	+1.23%	—	—
2006	+12.83%	+12.86%	—	—
2005	+1.31%	+2.78%	—	—
2004	+7.21%	+9.23%	—	—
2003	+26.10%	+28.33%	—	—
2002	−23.99%	−22.33%	—	—
2001	−13.38%	−6.77%	—	—
2000	−12.17%	—	—	—
1999	+27.30%	—	—	—
1998	+26.22%	—	—	—
1997	+15.48%	—	—	—

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Drawdowns

Thu 2011-10-20💬 to Tue 2026-05-26	Current Drawdown	Worst Drawdown
SWPPX ×	—	−33.75% 2020-03-23 from 2020-02-19 peak
Schwab S&P 500 Index Fund Mutual Fund
VTI ×	—	−34.96% 2020-03-23 from 2020-02-19 peak
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHX ×	—	−34.29% 2020-03-23 from 2020-02-19 peak
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD ×	−0.53% from 2026-05-22 peak	−33.51% 2020-03-23 from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Rolling Returns

Period ending Tue 2026-05-26	1 Year	2 Years	3 Years	5 Years	10 Years
SWPPX ×	+26.15%	+36.62% +16.85%/yr	+69.38% +19.20%/yr	+54.85% +9.14%/yr	+205.04% +11.80%/yr
Schwab S&P 500 Index Fund Mutual Fund
VTI ×	+26.19%	+36.02% +16.59%/yr	+68.09% +18.89%/yr	+46.85% +7.99%/yr	+192.46% +11.33%/yr
Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund
SCHX ×	+25.42%	+36.02% +16.59%/yr	+69.18% +19.15%/yr	+50.52% +8.52%/yr	+201.86% +11.68%/yr
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD ×	+26.11%	+27.26% +12.78%/yr	+41.67% +12.31%/yr	+23.21% +4.26%/yr	+142.72% +9.27%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund