SWPPX
$19.63-0.36%
as of close, Nov 12, 2026
Priced once a day, after the closeSchwab S&P 500 Index FundMutual fund · US Stock Index Funds
Schwab S&P 500 Index Fund monthly returns
Schwab S&P 500 Index Fund has averaged 1.30% a month with dividends reinvested, and risen in 64% of months, through November 12, 2026. The table lists the most recent months; the chart, the last 5 years.
Average month
+1.3%
88 months
Best month
+12.8%
Apr 2020
Worst month
-12.4%
Mar 2020
Positive months
64%
of all months
Month by month#
Data provided bySource: Twelve Data| Month | Path | Total return |
|---|---|---|
| Nov 2026 | +0.2% | |
| Oct 2026 | -0.9% | |
| Sep 2026 | -0.4% | |
| Aug 2026 | +2.7% | |
| Jul 2026 | -0.1% | |
| Jun 2026 | -1.0% | |
| May 2026 | +5.3% | |
| Apr 2026 | +10.5% | |
| Mar 2026 | -5.0% | |
| Feb 2026 | -0.8% | |
| Jan 2026 | +1.4% | |
| Dec 2025 | +0.1% | |
| Nov 2025 | +0.2% | |
| Oct 2025 | +2.4% | |
| Sep 2025 | +3.6% | |
| Aug 2025 | +2.1% | |
| Jul 2025 | +2.2% | |
| Jun 2025 | +5.1% | |
| May 2025 | +6.3% | |
| Apr 2025 | -0.7% | |
| Mar 2025 | -5.6% | |
| Feb 2025 | -1.3% | |
| Jan 2025 | +2.8% | |
| Dec 2024 | -2.4% | |
| Nov 2024 | +5.9% | |
| Oct 2024 | -0.9% | |
| Sep 2024 | +2.1% | |
| Aug 2024 | +2.4% | |
| Jul 2024 | +1.2% | |
| Jun 2024 | +3.6% | |
| May 2024 | +5.0% | |
| Apr 2024 | -4.1% | |
| Mar 2024 | +3.2% | |
| Feb 2024 | +5.3% | |
| Jan 2024 | +1.7% | |
| Dec 2023 | +4.5% | |
| Nov 2023 | +9.1% | |
| Oct 2023 | -2.1% | |
| Sep 2023 | -4.8% | |
| Aug 2023 | -1.6% | |
| Jul 2023 | +3.2% | |
| Jun 2023 | +6.6% | |
| May 2023 | +0.4% | |
| Apr 2023 | +1.6% | |
| Mar 2023 | +3.7% | |
| Feb 2023 | -2.5% | |
| Jan 2023 | +6.3% | |
| Dec 2022 | -5.8% | |
| Nov 2022 | +5.6% | |
| Oct 2022 | +8.1% | |
| Sep 2022 | -9.2% | |
| Aug 2022 | -4.1% | |
| Jul 2022 | +9.2% | |
| Jun 2022 | -8.3% | |
| May 2022 | +0.2% | |
| Apr 2022 | -8.7% | |
| Mar 2022 | +3.7% | |
| Feb 2022 | -3.0% | |
| Jan 2022 | -5.2% | |
| Dec 2021 | +4.5% | |
| Nov 2021 | -0.7% | |
| Oct 2021 | +7.0% | |
| Sep 2021 | -4.7% | |
| Aug 2021 | +3.0% | |
| Jul 2021 | +2.4% | |
| Jun 2021 | +2.3% | |
| May 2021 | +0.7% | |
| Apr 2021 | +5.3% | |
| Mar 2021 | +4.4% | |
| Feb 2021 | +2.8% | |
| Jan 2021 | -1.0% | |
| Dec 2020 | +3.8% | |
| Nov 2020 | +11.0% | |
| Oct 2020 | -2.7% | |
| Sep 2020 | -3.8% | |
| Aug 2020 | +7.2% | |
| Jul 2020 | +5.6% | |
| Jun 2020 | +2.0% | |
| May 2020 | +4.8% | |
| Apr 2020 | +12.8% | |
| Mar 2020 | -12.4% | |
| Feb 2020 | -8.2% | |
| Jan 2020 | -0.0% | |
| Dec 2019 | +3.0% | |
| Nov 2019 | +3.6% | |
| Oct 2019 | +2.2% | |
| Sep 2019 | +1.9% | |
| Aug 2019 | -1.6% | |
| Jul 2019since Jul 1 | +0.7% |
Monthly total return (since Dec 2021)#
−15%−10%−5%0%5%10%15%
Dec 2021+4.5%
Jan 2022-5.2%
Feb 2022-3.0%
Mar 2022+3.7%
Apr 2022-8.7%
May 2022+0.17%
Jun 2022-8.3%
Jul 2022+9.2%
Aug 2022-4.1%
Sep 2022-9.2%
Oct 2022+8.1%
Nov 2022+5.6%
Dec 2022-5.8%
Jan 2023+6.3%
Feb 2023-2.5%
Mar 2023+3.7%
Apr 2023+1.6%
May 2023+0.44%
Jun 2023+6.6%
Jul 2023+3.2%
Aug 2023-1.6%
Sep 2023-4.8%
Oct 2023-2.1%
Nov 2023+9.1%
Dec 2023+4.5%
Jan 2024+1.7%
Feb 2024+5.3%
Mar 2024+3.2%
Apr 2024-4.1%
May 2024+5.0%
Jun 2024+3.6%
Jul 2024+1.2%
Aug 2024+2.4%
Sep 2024+2.1%
Oct 2024-0.91%
Nov 2024+5.9%
Dec 2024-2.4%
Jan 2025+2.8%
Feb 2025-1.3%
Mar 2025-5.6%
Apr 2025-0.68%
May 2025+6.3%
Jun 2025+5.1%
Jul 2025+2.2%
Aug 2025+2.1%
Sep 2025+3.6%
Oct 2025+2.4%
Nov 2025+0.23%
Dec 2025+0.08%
Jan 2026+1.4%
Feb 2026-0.79%
Mar 2026-5.0%
Apr 2026+10%
May 2026+5.3%
Jun 2026-0.97%
Jul 2026-0.05%
Aug 2026+2.7%
Sep 2026-0.35%
Oct 2026-0.91%
Nov 2026+0.2%
20222022Jul2023Jul2024Jul2025Jul2026JulSchwab S&P 500 Index Fund returns by calendar month#
Every month of every year since 2019, one tick per year on a shared scale; the dark bar is the month's average. Total returns, dividends reinvested.
November 2026 so far: +0.20% — 7th of 8 Novembers since 2019 at the last close; the average November returned +5.0%.
| Month | −15%0+15% | Average | Median | Up | Best | Worst |
|---|---|---|---|---|---|---|
| Jan | +0.8% | +1.4% | 57% | +6.3% 2023 | -5.2% 2022 | |
| Feb | -1.1% | -1.3% | 29% | +5.3% 2024 | -8.2% 2020 | |
| Mar | -1.1% | +3.2% | 57% | +4.4% 2021 | -12.4% 2020 | |
| Apr | +2.4% | +1.6% | 57% | +12.8% 2020 | -8.7% 2022 | |
| May | +3.2% | +4.8% | 100% | +6.3% 2025 | +0.2% 2022 | |
| Jun | +1.5% | +2.3% | 71% | +6.6% 2023 | -8.3% 2022 | |
| Jul | +3.4% | +2.4% | 86% | +9.2% 2022 | -0.1% 2026 | |
| Aug | +1.3% | +2.2% | 63% | +7.2% 2020 | -4.1% 2022 | |
| Sep | -1.9% | -2.1% | 38% | +3.6% 2025 | -9.2% 2022 | |
| Oct | +1.6% | +0.6% | 50% | +8.1% 2022 | -2.7% 2020 | |
| Nov | +5.0% | +5.6% | 86% | +11.0% 2020 | -0.7% 2021 | |
| Dec | +1.1% | +3.0% | 71% | +4.5% 2023 | -5.8% 2022 |
Methodology#
Monthly returns are total returns (dividends reinvested), computed from SWPPX's split- and dividend-adjusted month-end closes. The table shows the most recent 120 months and the bar chart the most recent 60. See the year-by-year returns for the annual view. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Schwab S&P 500 Index Fund's average monthly return?
- Schwab S&P 500 Index Fund has averaged about 1.30% per month (dividends reinvested), positive in roughly 64% of months. The best month was Apr 2020 (+12.8%) and the worst was Mar 2020 (-12.4%).
More on Schwab S&P 500 Index Fund
By month for: S&P 500 · S&P 500 Equal Weight · US Stock Market · Nasdaq-100