SWTSX,SWPPX,VOO,SPLG,SCHX,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Fri 2025-10-17	YTD Return	TRR Price
SWTSX ×	+10.63% 2025-10-17	9.389 TRR 2025-10-17
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWPPX ×	+11.10% 2025-10-17	6.91 TRR 2025-10-17
Schwab S&P 500 Index Fund Mutual Fund
VOO ×	+11.06% 2025-10-17	5.356 TRR 2025-10-17
Vanguard S&P 500 ETF Exchange-Traded Fund
SPLG ×	+11.07% 2025-10-17	4.843 TRR 2025-10-17
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHX ×	+11.02% 2025-10-17	5.662 TRR 2025-10-17
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD ×	−2.08% 2025-10-17	3.482 TRR 2025-10-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Fri 2025-10-17	Overall Return	Exponential Trendline
SWTSX ×	+664.82% +15.65%/yr	+13.56%/yr (R2=0.948)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWPPX ×	+391.72% +12.06%/yr	+10.48%/yr (R2=0.958)
Schwab S&P 500 Index Fund Mutual Fund
VOO ×	+394.06% +12.09%/yr	+10.50%/yr (R2=0.958)
Vanguard S&P 500 ETF Exchange-Traded Fund
SPLG ×	+393.75% +12.09%/yr	+10.46%/yr (R2=0.958)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHX ×	+388.39% +12.00%/yr	+10.41%/yr (R2=0.953)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD ×	+248.19% +9.33%/yr	+9.34%/yr (R2=0.944)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-10-17	Start Value	End Value
SWTSX ×	$10,000.00 2011-10-20	$76,481.74 2025-10-17
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWPPX ×	$10,000.00 2011-10-20	$49,171.90 2025-10-17
Schwab S&P 500 Index Fund Mutual Fund
VOO ×	$10,000.00 2011-10-20	$49,406.24 2025-10-17
Vanguard S&P 500 ETF Exchange-Traded Fund
SPLG ×	$10,000.00 2011-10-20	$49,374.61 2025-10-17
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHX ×	$10,000.00 2011-10-20	$48,838.94 2025-10-17
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2011-10-20	$34,819.34 2025-10-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SWTSX	SWPPX	VOO	SPLG	SCHX	SCHD
2025 (YTD)	+10.63%	+11.10%	+11.06%	+11.07%	+11.02%	−2.08%
2024	+20.30%	+21.47%	+21.48%	+21.50%	+21.37%	+8.53%
2023	+22.01%	+22.11%	+22.23%	+22.14%	+22.78%	+1.16%
2022	−24.40%	−23.11%	−23.14%	−23.07%	−24.30%	−9.15%
2021	+17.01%	+20.27%	+20.33%	+20.32%	+18.45%	+21.32%
2020	+19.08%	+16.78%	+16.74%	+16.88%	+19.17%	+13.50%
2019	+42.03%	+28.52%	+28.43%	+29.06%	+28.30%	+24.42%
2018	−7.61%	−6.26%	−6.29%	−6.57%	−6.31%	−7.30%
2017	+30.91%	+19.29%	+19.25%	+18.79%	+19.40%	+18.29%
2016	+9.80%	+9.55%	+9.89%	+9.56%	+9.76%	+14.15%
2015	−1.17%	+0.57%	+0.59%	+0.40%	+0.31%	−1.08%
2014	+23.60%	+12.69%	+12.71%	+12.86%	+12.48%	+10.89%
2013	+44.27%	+30.33%	+30.42%	+31.19%	+30.47%	+30.91%
2012	+14.30%	+13.91%	+14.02%	+13.19%	+14.09%	+9.49%
2011	+10.70%	−0.92%	−1.04%	−1.25%	−1.37%	+5.73%
2010	+15.51%	+13.27%	+14.35%	+14.20%	+14.19%	—
2009	+24.90%	+22.92%	—	+23.91%	+7.47%	—
2008	−25.79%	−36.74%	—	−36.98%	—	—
2007	+1.01%	+1.28%	—	+1.62%	—	—
2006	+12.72%	+12.86%	—	+11.75%	—	—
2005	+11.32%	+1.30%	—	+2.85%	—	—
2004	+8.90%	+7.21%	—	—	—	—
2003	+28.56%	+26.10%	—	—	—	—
2002	−22.27%	−23.99%	—	—	—	—
2001	−12.41%	−13.37%	—	—	—	—
2000	−8.60%	−12.18%	—	—	—	—
1999	+10.36%	+27.31%	—	—	—	—
1998	—	+26.20%	—	—	—	—
1997	—	+15.49%	—	—	—	—

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Drawdowns

Thu 2011-10-20? to Fri 2025-10-17	Current Drawdown	Worst Drawdown
SWTSX ×	−1.47%	−34.97% 2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWPPX ×	−1.37%	−33.75% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
VOO ×	−1.36%	−33.95% 2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
SPLG ×	−1.36%	−33.83% 2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
SCHX ×	−1.46%	−34.29% 2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD ×	−8.60%	−33.50% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund