SWPPX
Schwab S&P 500 Index Fund
Mutual fund
$20.00+0.10 (+0.50%)Close Sep 25, 2026
SWPPX returned 9.72% a year from May 1997 to Sep 2026, turning $10,000 into $152,258. It fell 55.06% from Oct 2007 to Mar 2009, and it took 4.5 years to get back to its high.
May 20, 1997 – Sep 25, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $152,258 | 9.72% | −55.06% | 0.58 |
| $10,000 became | $152,258 |
|---|---|
| CAGR | 9.72% |
| Max drawdown | −55.06% |
| Sharpe ratio | 0.58 |
Loading the growth chart…
Growth of $10,000
- SWPPX
Trailing returns
| Period | SWPPX |
|---|---|
| 1M | +0.96% |
| 3M | +5.49% |
| 6M | +18.06% |
| YTD | +14.03% |
| 1Y | +18.60% |
| 3Y | +22.87% |
| 5Y | +13.26% |
| 10Y | +15.45% |
| 15Y | +15.67% |
| 20Y | +11.27% |
| 25Y | +10.47% |
| Since 1997 | +9.72% |
Metrics
| Return | SWPPX |
|---|---|
| Final balance | $152,258 |
| Total return | 1,422.58% |
| CAGR | 9.72% |
| Calendar years | SWPPX |
| Best year | 32.26% |
| Worst year | −36.70% |
| Positive years | 22 of 28 |
| Risk | SWPPX |
| Max drawdown | −55.06% |
| Longest drawdown | 6.1 years |
| Volatility (annualized) | 19.18% |
| Risk-adjusted | SWPPX |
| Sharpe ratio | 0.58 |
| Sortino ratio | 0.82 |
| Calmar ratio | 0.18 |
| Return | SWPPX |
|---|---|
| Final balance | $152,258 |
| Total return | 1,422.58% |
| CAGR | 9.72% |
| Calendar years | SWPPX |
| Best year | 32.26% |
| Worst year | −36.70% |
| Positive years | 22 of 28 |
| Risk | SWPPX |
|---|---|
| Max drawdown | −55.06% |
| Longest drawdown | 6.1 years |
| Volatility (annualized) | 19.18% |
| Risk-adjusted | SWPPX |
| Sharpe ratio | 0.58 |
| Sortino ratio | 0.82 |
| Calmar ratio | 0.18 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −55.1% | Oct 2007 | Mar 2009 | Apr 2012 |
| −47.5% | Sep 2000 | Oct 2002 | Oct 2006 |
| −33.8% | Feb 2020 | Mar 2020 | Aug 2020 |
| −24.5% | Jan 2022 | Oct 2022 | Dec 2023 |
| −19.4% | Sep 2018 | Dec 2018 | Apr 2019 |
Annual returns
| Year | SWPPX |
|---|---|
| 1997from May 20 | +16.33% |
| 1998 | +28.26% |
| 1999 | +20.78% |
| 2000 | −9.19% |
| 2001 | −12.04% |
| 2002 | −22.18% |
| 2003 | +28.47% |
| 2004 | +10.70% |
| 2005 | +4.78% |
| 2006 | +15.68% |
| 2007 | +5.45% |
| 2008 | −36.70% |
| 2009 | +26.26% |
| 2010 | +14.98% |
| 2011 | +2.02% |
| 2012 | +15.89% |
| 2013 | +32.26% |
| 2014 | +13.55% |
| 2015 | +1.31% |
| 2016 | +11.82% |
| 2017 | +21.81% |
| 2018 | −4.47% |
| 2019 | +31.45% |
| 2020 | +18.38% |
| 2021 | +28.67% |
| 2022 | −18.14% |
| 2023 | +26.26% |
| 2024 | +24.97% |
| 2025 | +17.87% |
| 2026to Sep 25 | +14.03% |