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

Tue 1997-06-17? to Mon 2025-05-12	YTD Return	TRR Price
T ×	+19.51% 2025-05-12	74.1 TRR 2025-05-12
AT&T Inc NYSE Common Stock
SWPPX ×	−1.77% 2025-05-12	5.251 TRR 2025-05-12
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Tue 1997-06-17? to Mon 2025-05-12	Overall Return	Exponential Trendline
T ×	+246.77% +4.56%/yr	+3.58%/yr (R2=0.577)
AT&T Inc NYSE Common Stock
SWPPX ×	+425.06% +6.12%/yr	+5.55%/yr (R2=0.754)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 1997-06-17? to Mon 2025-05-12	Start Value	End Value
T ×	$10,000.00 1997-06-17	$34,677.11 2025-05-12
AT&T Inc NYSE Common Stock
SWPPX ×	$10,000.00 1997-06-17	$52,505.83 2025-05-12
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	T	SWPPX
2025 (YTD)	+19.51%	−1.77%
2024	+40.11%	+21.47%
2023	−5.89%	+22.16%
2022	+0.00%	−23.10%
2021	−12.10%	+20.20%
2020	−20.70%	+16.80%
2019	+45.16%	+28.51%
2018	−22.26%	−6.70%
2017	−4.47%	+19.26%
2016	+29.31%	+8.95%
2015	+9.50%	−0.49%
2014	+1.64%	+12.69%
2013	+9.92%	+30.30%
2012	+17.43%	+13.96%
2011	+7.91%	−0.94%
2010	+12.23%	+13.27%
2009	+4.04%	+22.94%
2008	−27.00%	−36.76%
2007	+17.31%	+1.32%
2006	+51.73%	+12.83%
2005	−1.39%	+1.28%
2004	+2.12%	+7.21%
2003	+1.65%	+26.11%
2002	−29.14%	−23.99%
2001	−16.81%	−13.37%
2000	−2.51%	−12.17%
1999	−9.25%	+18.79%
1998	+48.41%	+26.18%
1997	+50.68%	+8.62%
1996	+38.30%	—
1995	+48.71%	—
1994	+2.28%	—
1993	+17.83%	—
1992	+22.05%	—
1991	+24.07%	—
1990	−9.07%	—
1989	+68.74%	—
1988	+28.47%	—
1987	+7.34%	—
1986	+48.01%	—
1985	+35.97%	—
1984	+7.85%	—

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Drawdowns

Tue 1997-06-17? to Mon 2025-05-12	Current Drawdown	Worst Drawdown
T ×	−4.79%	−66.46% 2003-03-11
AT&T Inc NYSE Common Stock
SWPPX ×	−5.21%	−58.37% 2009-03-09
Schwab S&P 500 Index Fund Mutual Fund