All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20? 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 | ||||||
| VTI × |
+4.04%
2026-05-01 |
5.148 TRR
2026-05-01 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHX × |
+3.50%
2026-05-01 |
6.038 TRR
2026-05-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
+14.65%
2026-05-01 |
4.143 TRR
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+427.08%
+12.12%/yr |
+10.57%/yr
(R2=0.964) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| VTI × |
+403.96%
+11.77%/yr |
+10.12%/yr
(R2=0.953) |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHX × |
+420.83%
+12.03%/yr |
+10.50%/yr
(R2=0.959) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
+314.30%
+10.28%/yr |
+9.23%/yr
(R2=0.948) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Fri 2026-05-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2011-10-20 |
$52,707.68
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| VTI × |
$10,000.00
2011-10-20 |
$50,395.74
2026-05-01 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHX × |
$10,000.00
2011-10-20 |
$52,082.95
2026-05-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$41,430.43
2026-05-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWPPX | VTI | SCHX | SCHD |
|---|---|---|---|---|
| 2026 (YTD) | +3.74% | +4.04% | +3.50% | +14.65% |
| 2025 | +14.80% | +14.05% | +14.39% | +1.61% |
| 2024 | +21.48% | +20.34% | +21.43% | +8.53% |
| 2023 | +22.15% | +21.96% | +22.68% | +1.16% |
| 2022 | −23.10% | −24.41% | −24.28% | −9.12% |
| 2021 | +20.21% | +17.42% | +18.45% | +21.34% |
| 2020 | +16.78% | +19.45% | +19.20% | +13.46% |
| 2019 | +28.51% | +27.75% | +28.30% | +24.44% |
| 2018 | −6.26% | −7.01% | −6.31% | −7.30% |
| 2017 | +19.29% | +18.70% | +19.35% | +18.30% |
| 2016 | +9.55% | +10.53% | +9.79% | +14.07% |
| 2015 | +0.57% | −0.37% | +0.31% | −1.01% |
| 2014 | +12.71% | +11.70% | +12.47% | +10.90% |
| 2013 | +30.30% | +31.48% | +30.47% | +30.87% |
| 2012 | +13.92% | +14.46% | +14.10% | +9.50% |
| 2011 | −0.92% | −1.94% | −1.37% | +5.72% |
| 2010 | +13.27% | +15.70% | +14.20% | — |
| 2009 | +22.91% | +25.49% | +7.47% | — |
| 2008 | −36.74% | −37.04% | — | — |
| 2007 | +1.30% | +1.22% | — | — |
| 2006 | +12.85% | +12.86% | — | — |
| 2005 | +1.29% | +2.77% | — | — |
| 2004 | +7.21% | +9.23% | — | — |
| 2003 | +26.10% | +28.34% | — | — |
| 2002 | −23.99% | −22.33% | — | — |
| 2001 | −13.37% | −6.77% | — | — |
| 2000 | −12.18% | — | — | — |
| 1999 | +27.31% | — | — | — |
| 1998 | +26.22% | — | — | — |
| 1997 | +15.46% | — | — | — |
| Thu 2011-10-20? 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 | ||||||
| VTI × | 0.00% |
−34.96%
2020-03-23 |
||||
| Vanguard Total Stock Market Index Fund ETF Shares Exchange-Traded Fund | ||||||
| SCHX × | 0.00% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHD × | −0.65% |
−33.51%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||