All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

×
Tue 1997-06-17? to Mon 2025-03-17?
SWPPX
×
Schwab S&P 500 Index Fund Mutual Fund

Returns

Tue 1997-06-17? to Mon 2025-03-17? Overall
Return
Exponential
Trendline
SWPPX
×
+410.88%
+6.05%/yr
+5.49%/yr
(R2=0.749)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Tue 1997-06-17? to Mon 2025-03-17? Start
Value
End
Value
SWPPX
×
$10,000.00
1997-06-17
$51,087.84
2025-03-17
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year SWPPX
2025 (YTD) −0.25%
2024 +21.47%
2023 +22.16%
2022 −23.11%
2021 +20.21%
2020 +16.79%
2019 +28.53%
2018 −6.71%
2017 +19.25%
2016 +8.96%
2015 −0.49%
2014 +12.71%
2013 +30.29%
2012 +13.93%
2011 −0.90%
2010 +13.25%
2009 +22.89%
2008 −36.74%
2007 +1.32%
2006 +12.81%
2005 +1.33%
2004 +7.20%
2003 +26.07%
2002 −23.95%
2001 −13.38%
2000 −12.18%
1999 +18.80%
1998 +26.19%
1997 +8.61%

Drawdowns

Tue 1997-06-17? to Mon 2025-03-17? Final
Drawdown
Worst
Drawdown
SWPPX
×
−7.76% −58.37%
2009-03-09
Schwab S&P 500 Index Fund Mutual Fund