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