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.
Share Price Chart
Loading data...
Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Performance
Performance Chart
Loading data...
Returns By Period
Schwab S&P 500 Index Fund (SWPPX) returned 0.53% year-to-date (YTD) and 14.22% over the past 12 months. Over the past 10 years, SWPPX delivered an annualized return of 12.49%, outperforming the S&P 500 benchmark at 10.77%.
SWPPX
0.53%
9.84%
-0.99%
14.22%
17.41%
12.49%
^GSPC (Benchmark)
0.08%
9.75%
-1.63%
12.74%
15.66%
10.77%
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.78% | -1.30% | -5.64% | -0.68% | 5.74% | 0.53% | |||||||
| 2024 | 1.67% | 5.34% | 3.22% | -4.10% | 4.95% | 3.59% | 1.21% | 2.43% | 2.13% | -0.91% | 5.87% | -2.39% | 24.96% |
| 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% | -1.58% | 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% | -9.51% | -4.92% |
| 2017 | 1.89% | 3.96% | 0.11% | 1.04% | 1.38% | 0.64% | 2.05% | 0.31% | 2.05% | 2.34% | 3.06% | 1.08% | 21.76% |
| 2016 | -4.97% | -0.13% | 6.74% | 0.38% | 1.81% | 0.24% | 3.66% | 0.15% | 0.00% | -1.82% | 3.68% | 1.41% | 11.21% |
| 2015 | -3.02% | 5.74% | -1.61% | 0.96% | 1.28% | -1.93% | 2.06% | -6.02% | -2.47% | 8.41% | 0.27% | -2.56% | 0.26% |
| 2014 | -3.47% | 4.56% | 0.82% | 0.72% | 2.37% | 2.05% | -1.39% | 3.97% | -1.39% | 2.43% | 2.66% | -0.24% | 13.55% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of SWPPX is 71, indicating average performance compared to other mutual funds on our website. Here’s 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.
Loading data...
Dividends
Dividend History
Schwab S&P 500 Index Fund provided a 1.22% dividend yield over the last twelve months, with an annual payout of $1.11 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.11 | $1.11 | $1.05 | $0.98 | $0.86 | $1.04 | $0.87 | $0.84 | $0.72 | $0.69 | $0.68 | $0.58 |
Dividend yield | 1.22% | 1.23% | 1.43% | 1.67% | 1.17% | 1.81% | 1.77% | 2.20% | 1.75% | 1.99% | 2.15% | 1.80% |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.11 | $1.11 |
| 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 | $0.58 | $0.58 |
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.
Loading data...
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 3.92%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -55.06% | Oct 10, 2007 | 354 | Mar 9, 2009 | 774 | Apr 2, 2012 | 1128 |
| -47.54% | Mar 27, 2000 | 634 | Oct 9, 2002 | 1018 | Oct 26, 2006 | 1652 |
| -33.8% | Feb 20, 2020 | 23 | Mar 23, 2020 | 97 | Aug 10, 2020 | 120 |
| -24.51% | Jan 4, 2022 | 195 | Oct 12, 2022 | 294 | Dec 13, 2023 | 489 |
| -19.79% | Sep 21, 2018 | 65 | Dec 24, 2018 | 81 | Apr 23, 2019 | 146 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
Loading data...