Schwab S&P 500 Index Fund (SWPPX)
Fund Info
US8085098551
Large-Cap
Blend
Expense Ratio
SWPPX has an expense ratio of 0.02%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Schwab S&P 500 Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Schwab S&P 500 Index Fund had a return of 24.49% year-to-date (YTD) and 24.91% in the last 12 months. Over the past 10 years, Schwab S&P 500 Index Fund had an annualized return of 12.92%, outperforming the S&P 500 benchmark which had an annualized return of 11.06%.
SWPPX
24.49%
-1.37%
7.94%
24.91%
14.50%
12.92%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of SWPPX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.67% | 5.34% | 3.22% | -4.10% | 4.12% | 4.42% | 1.21% | 2.43% | 2.13% | -0.91% | 5.87% | 24.49% | |
| 2023 | 6.28% | -2.45% | 3.68% | 1.55% | 0.44% | 6.60% | 3.22% | -1.59% | -4.77% | -2.09% | 9.12% | 4.55% | 26.26% |
| 2022 | -5.17% | -2.99% | 3.71% | -8.72% | 0.17% | -8.25% | 9.22% | -4.08% | -9.21% | 8.09% | 5.58% | -5.77% | -18.14% |
| 2021 | -1.01% | 2.76% | 4.37% | 5.33% | 0.70% | 2.34% | 2.37% | 3.04% | -4.66% | 7.00% | -0.70% | 4.49% | 28.67% |
| 2020 | -0.04% | -8.22% | -12.36% | 12.82% | 4.75% | 2.00% | 5.64% | 7.18% | -3.80% | -2.67% | 10.96% | 3.84% | 18.38% |
| 2019 | 7.99% | 3.21% | 1.94% | 4.07% | -6.36% | 7.03% | 1.45% | -1.59% | 1.85% | 2.17% | 3.63% | 3.03% | 31.46% |
| 2018 | 5.71% | -3.67% | -2.55% | 0.39% | 2.41% | 0.59% | 3.71% | 3.26% | 0.57% | -6.85% | 2.05% | -9.09% | -4.48% |
| 2017 | 1.89% | 3.96% | 0.11% | 1.04% | 1.38% | 0.64% | 2.05% | 0.31% | 2.05% | 2.34% | 3.06% | 1.12% | 21.80% |
| 2016 | -4.97% | -0.13% | 6.74% | 0.38% | 1.81% | 0.24% | 3.66% | 0.15% | -0.00% | -1.82% | 3.68% | 1.96% | 11.82% |
| 2015 | -3.02% | 5.74% | -1.61% | 0.96% | 1.28% | -1.93% | 2.06% | -6.02% | -2.47% | 8.41% | 0.27% | -1.54% | 1.31% |
| 2014 | -3.47% | 4.56% | 0.82% | 0.71% | 2.37% | 2.05% | -1.39% | 3.97% | -1.39% | 2.43% | 2.66% | -0.25% | 13.55% |
| 2013 | 5.18% | 1.33% | 3.76% | 1.92% | 2.32% | -1.37% | 5.07% | -2.90% | 3.15% | 4.59% | 3.02% | 2.55% | 32.26% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 91, SWPPX is among the top 9% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Schwab S&P 500 Index Fund (SWPPX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Schwab S&P 500 Index Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $1.05 | $0.98 | $0.86 | $1.04 | $0.87 | $0.84 | $0.72 | $0.69 | $0.68 | $0.58 | $0.48 |
Dividend yield | 0.00% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% | 1.67% |
Monthly Dividends
The table displays the monthly dividend distributions for Schwab S&P 500 Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.05 | $1.05 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $0.98 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 | $0.86 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.04 | $1.04 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.87 | $0.87 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.84 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.72 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.69 | $0.69 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.58 |
| 2013 | $0.48 | $0.48 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Schwab S&P 500 Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Schwab S&P 500 Index Fund was 55.06%, occurring on Mar 9, 2009. Recovery took 774 trading sessions.
The current Schwab S&P 500 Index Fund drawdown is 3.72%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.06% | Oct 10, 2007 | 354 | Mar 9, 2009 | 774 | Apr 2, 2012 | 1128 |
| -47.76% | Sep 5, 2000 | 523 | Oct 9, 2002 | 1031 | Nov 14, 2006 | 1554 |
| -33.8% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 10, 2020 | 120 |
| -24.51% | Jan 4, 2022 | 195 | Oct 12, 2022 | 290 | Dec 7, 2023 | 485 |
| -19.41% | Sep 21, 2018 | 65 | Dec 24, 2018 | 75 | Apr 12, 2019 | 140 |
Volatility
Volatility Chart
The current Schwab S&P 500 Index Fund volatility is 3.97%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.