All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 1997-06-17? to Mon 2025-03-17? | ||||||
---|---|---|---|---|---|---|
SWPPX × | ||||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
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 | ||||||
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 | ||||||
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% |
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 | ||||||