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 total returns by year (including dividends)
As of market close, Nov 12, 2026
Every year since 2019#
Data provided bySource: Twelve DataCalendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return). Every year has a direct link you can bookmark or share.
| Year | Start | End | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $17.54 | $19.63 | 0.0% | +11.9% | |
| 2025 | $15.05 | $17.54 | 1.3% | +17.9% | |
| 2024 | $12.18 | $15.05 | 1.5% | +25.0% | |
| 2023 | $9.79 | $12.18 | 1.8% | +26.2% | |
| 2022 | $12.16 | $9.79 | 1.3% | -18.1% | |
| 2021 | $9.57 | $12.16 | 1.6% | +28.7% | |
| 2020 | $8.23 | $9.57 | 2.1% | +18.4% | |
| 2019since Jul 1 | $7.63 | $8.23 | 2.1% | +10.1% |
- Annualized
- +15.4%
- 2020–2026
- Average year
- +16.3%
- 6 full years
- Best year
- +28.7%
- 2021
- Worst year
- -18.1%
- 2022
- Positive years
- 5/6
- 83% up
Annualized (CAGR)
+15.4%
2020–2026
Average year
+16.3%
6 full years
Best year
+28.7%
2021
Worst year
-18.1%
2022
Positive years
5/6
83% up
Total return by period#
Annual
−30%−20%−10%0%10%20%30%
2019, since Jul 1+10%'19
2020+18%'20
2021+29%'21
2022-18%'22
2023+26%'23
2024+25%'24
2025+18%'25
2026+12%'26
Methodology#
Total returns, dividends reinvested, measured on SWPPX. Annualized return is the compound annual growth rate; the current year is year-to-date. Past performance does not predict future returns.
FAQ#
- What is Schwab S&P 500 Index Fund's average annual return?
- Since 2020, Schwab S&P 500 Index Fund (SWPPX) has returned about 15.4% a year (the compound annual growth rate) and an average calendar-year return of 16.3%.
- What were Schwab S&P 500 Index Fund's best and worst years?
- Over 2020–2026, the best year was 2021 (+28.7%) and the worst was 2022 (-18.1%).
- How often is Schwab S&P 500 Index Fund up in a year?
- 5 of the 6 full years since 2020 were positive — about 83% of the time.
More on Schwab S&P 500 Index Fund
Annual returns for: S&P 500 · S&P 500 Equal Weight · US Stock Market · Nasdaq-100