SWPPX
Schwab S&P 500 Index Fund
Mutual fund
$20.00+0.10 (+0.50%)Close Sep 25, 2026
Adjusted price
+18.60% total return, past year
Key statistics
52-week range, adjusted
$16.30$20.11
- From all-time high
- Aug 13, 2026 −0.55%
- Beta (5Y monthly)
- 1.00
- Fund net assets
- $149B
Since May 20, 1997
- Volatility
- 19.18%
- Max drawdown
- −55.06%
- Sharpe ratio
- 0.58
Returns
All returns- 1M
- +0.96%
- YTD
- +14.03%
- 1Y
- +18.60%
- 3Y
- +22.87%
- 5Y
- +13.26%
- 10Y
- +15.45%
- 20Y
- +11.27%
- Since 1997
- +9.72%
Annual returns
* Partial year