SWPPX
Schwab S&P 500 Index Fund
$19.63−0.07 (−0.36%)Close Nov 12, 2026
May 20, 1997 – Nov 12, 2026, Dividends reinvested
- Final balance
- $149,441
- CAGR
- +9.61%
- Max drawdown
- −55.06%
- Sharpe ratio
- 0.58
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Growth of $10,000
Trailing returns (%)
SWPPX's average annual return was 15.21% over the last 10 years and 10.93% over the last 20 years, through Nov 12, 2026. $10,000 in SWPPX on Nov 11, 2016 grew to $41,183 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- −2.73%
- 3M
- −1.75%
- 6M
- +3.10%
- YTD
- +11.92%
- 1Y
- +12.06%
Per year
- 3Y
- +21.31%
- 5Y
- +11.68%
- 10Y
- +15.21%
- 15Y
- +14.69%
- 20Y
- +10.93%
- 25Y
- +9.94%
- Since 1997
- +9.61%
Annual returns
1997 from May 20 · 2026 through Nov 12
SWPPX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +11.92% |
| 2025 | +17.87% |
| 2024 | +24.97% |
| 2023 | +26.26% |
| 2022 | −18.14% |
| 2021 | +28.67% |
| 2020 | +18.38% |
| 2019 | +31.45% |
| 2018 | −4.47% |
| 2017 | +21.81% |
| 2016 | +11.82% |
| 2015 | +1.31% |
| 2014 | +13.55% |
| 2013 | +32.26% |
Metrics
Since 1997| Volatility | 19.17% |
|---|---|
| Sortino ratio | 0.82 |
| Calmar ratio | 0.17 |
| Best year, 2013 | +32.26% |
| Worst year, 2008 | −36.70% |
| Positive years | 22 of 28 |
| Longest drawdown | 6.1 years |
Worst drawdowns
Since 1997| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −55.1% | Oct 2007 | Mar 2009 | Apr 2012 | 4.5 years |
| −47.5% | Sep 2000 | Oct 2002 | Oct 2006 | 6.1 years |
| −33.8% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.5% | Jan 2022 | Oct 2022 | Dec 2023 | 1.9 years |
| −19.4% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |