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

Total Real Returns

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

Thu 2010-09-09? to Fri 2025-08-01 YTD
Return
TRR
Price
VOO
×
+4.21%
2025-08-01
5.026 TRR
2025-08-01
Vanguard S&P 500 ETF Exchange-Traded Fund
SWPPX
×
+4.29%
2025-08-01
5.559 TRR
2025-08-01
Schwab S&P 500 Index Fund Mutual Fund
SCHX
×
+4.32%
2025-08-01
5.321 TRR
2025-08-01
Schwab U.S. Large-Cap ETF Exchange-Traded Fund

Returns

Thu 2010-09-09? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
VOO
×
+402.59%
+11.45%/yr
+10.66%/yr
(R2=0.965)
Vanguard S&P 500 ETF Exchange-Traded Fund
SWPPX
×
+388.55%
+11.24%/yr
+10.38%/yr
(R2=0.963)
Schwab S&P 500 Index Fund Mutual Fund
SCHX
×
+397.07%
+11.37%/yr
+10.56%/yr
(R2=0.961)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund

Growth of $10,000

Thu 2010-09-09? to Fri 2025-08-01 Start
Value
End
Value
VOO
×
$10,000.00
2010-09-09
$50,259.45
2025-08-01
Vanguard S&P 500 ETF Exchange-Traded Fund
SWPPX
×
$10,000.00
2010-09-09
$48,855.12
2025-08-01
Schwab S&P 500 Index Fund Mutual Fund
SCHX
×
$10,000.00
2010-09-09
$49,707.37
2025-08-01
Schwab U.S. Large-Cap ETF Exchange-Traded Fund

Annual Returns

Year VOO SWPPX SCHX
2025 (YTD) +4.21% +4.29% +4.32%
2024 +21.47% +21.46% +21.39%
2023 +22.23% +22.16% +22.79%
2022 −23.14% −23.11% −24.32%
2021 +20.33% +20.11% +18.45%
2020 +16.73% +16.79% +19.23%
2019 +28.43% +28.29% +28.31%
2018 −6.29% −6.69% −6.33%
2017 +19.25% +19.21% +19.36%
2016 +9.89% +8.96% +9.77%
2015 +0.59% −0.48% +0.32%
2014 +12.71% +12.71% +12.47%
2013 +30.42% +30.33% +30.47%
2012 +14.02% +13.89% +14.10%
2011 −1.05% −0.89% −1.37%
2010 +14.34% +13.28% +14.19%
2009 +22.87% +7.47%
2008 −36.75%
2007 +1.31%
2006 +12.82%
2005 +1.31%
2004 +7.23%
2003 +26.07%
2002 −23.96%
2001 −13.38%
2000 −12.18%
1999 +18.80%
1998 +26.22%
1997 +8.59%

Drawdowns

Thu 2010-09-09? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
VOO
×
−2.46% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
SWPPX
×
−2.40% −33.76%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHX
×
−2.46% −34.28%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund