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Schwab S&P 500 Index (SWPPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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77.11+0.67 (+0.88%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.57%
5-year average return13.17%
Number of years up20
Number of years down6
Best 1-yr total return (18 Apr 2024)32.27%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return32.27%
Worst 3-yr total return7.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSWPPXCategory
YTD10.55%14.84%
1-month3.22%1.65%
3-month10.55%7.55%
1-year29.84%40.47%
3-year11.46%16.77%
5-year15.02%16.15%
10-year12.90%13.21%
Last bull market40.06%24.09%
Last bear market-16.11%-17.61%

Annual total return (%) history

Year
SWPPXCategory
2024
N/AN/A
2023
26.25%N/A
2022
-18.13%N/A
2021
28.66%N/A
2020
18.39%15.83%
2019
31.44%28.78%
2018
-4.42%-6.27%
2017
21.79%20.44%
2016
11.82%10.37%
2015
1.29%-1.07%
2014
13.57%10.96%
2013
32.27%31.50%
2012
15.91%14.96%
2011
2.07%-1.27%
2010
14.97%14.01%
2009
26.25%28.17%
2008
-36.72%-37.79%
2007
5.50%6.16%
2006
15.67%14.17%
2005
4.79%5.88%
2004
10.70%10.02%
2003
28.47%27.05%
2002
-22.17%-22.25%
2001
-12.04%-13.50%
2000
-9.17%-6.31%
1999
20.78%20.16%
1998
28.25%22.39%
1997
N/A28.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.55%N/AN/AN/A
20237.49%8.72%-3.28%11.69%
2022-4.59%-16.11%-4.88%7.54%
20216.17%8.55%0.57%11.01%
2020-19.60%20.55%8.92%12.15%
201913.63%4.30%1.70%9.07%
2018-0.78%3.43%7.71%-13.53%
20176.04%3.10%4.46%6.64%
20161.30%2.44%3.82%3.79%
20150.90%0.28%-6.45%7.01%
20141.77%5.21%1.10%4.91%
201310.59%2.85%5.23%10.51%
201212.52%-2.72%6.30%-0.38%
20115.88%0.10%-13.79%11.71%
20105.42%-11.43%11.24%10.69%
2009-10.98%15.81%15.53%6.01%
2008-9.48%-2.78%-8.06%-21.80%
20070.64%6.26%2.09%-3.37%
20064.21%-1.45%5.67%6.59%
2005-2.14%1.31%3.56%2.06%
20041.63%1.66%-1.86%9.17%
2003-3.17%15.31%2.64%12.10%
20020.23%-13.41%-17.31%8.45%
2001-11.88%5.79%-14.69%10.60%
20002.25%-2.72%-0.98%-7.78%
19994.90%6.98%-6.29%14.86%
199813.85%3.23%-9.96%21.19%
19977.39%2.85%N/AN/A

Rank in category (by total return)

YTD38
1-month52
3-month38
1-year33
3-year23
5-year22

Load adjusted returns

1-year29.84%
3-year11.46%
5-year15.02%
10-year12.90%