Nasdaq - Delayed Quote
USD
Schwab S&P 500 Index (SWPPX)
19.59
-0.36
(-1.80%)
At close: October 30 at 8:08:33 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 11.69% |
|---|---|
| 5y Average Return | 12.02% |
| Number of Years Up | 22 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Oct 30, 2026) | 32.27% |
| Worst 1Y Total Return (Oct 30, 2026) | -- |
| Best 3Y Total Return | 32.27% |
| Worst 3Y Total Return | 7.64% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SWPPX
Category
- YTD
- 12.71%
- 5.31%
- 1-Month
- -0.35%
- -4.19%
- 3-Month
- 2.33%
- 3.90%
- 1-Year
- 15.75%
- 20.31%
- 3-Year
- 22.86%
- 6.48%
- 5-Year
- 13.76%
- 11.78%
- 10-Year
- 15.30%
- 10.96%
- Last Bull Market
- 24.77%
- 25.56%
- Last Bear Market
- -16.11%
- -15.11%
Annual Total Return (%) History
Year
SWPPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-4.39% | 15.21% | 2.33% | -- |
|
2025
|
-4.28% | 10.94% | 8.10% | 2.69% |
|
2024
|
10.55% | 4.27% | 5.87% | 2.40% |
|
2023
|
7.49% | 8.72% | -3.28% | 11.69% |
|
2022
|
-4.59% | -16.11% | -4.88% | 7.54% |
|
2021
|
6.17% | 8.55% | 0.57% | 11.01% |
|
2020
|
-19.60% | 20.55% | 8.92% | 12.15% |
|
2019
|
13.63% | 4.30% | 1.70% | 9.07% |
|
2018
|
-0.78% | 3.43% | 7.71% | -13.53% |
|
2017
|
6.04% | 3.10% | 4.46% | 6.64% |
Rank in Category (By Total Return)
| YTD | 30 |
| 1-Month | 28 |
|---|---|
| 3-Month | 32 |
| 1-Year | 26 |
| 3-Year | 23 |
| 5-Year | 19 |
Load Adjusted Returns
| 1-Year | 15.75% |
| 3-Year | 22.86% |
|---|---|
| 5-Year | 13.76% |
| 10-Year | 15.30% |
Performance & Risk
| YTD Return | 11.69% |
| 5y Average Return | 12.02% |
| Rank in Category (ytd) | 30 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Schwab Funds |
| Net Assets | 148.68B |
| YTD Return | 12.71% |
| Yield | 0.98% |
| Morningstar Rating | |
| Inception Date | May 19, 1997 |
Fund Summary
The fund generally invests at least 80% of its net assets (including, for this purpose, any borrowings for investment purposes) in these stocks; typically, the actual percentage is considerably higher. It generally will seek to replicate the performance of the index by giving the same weight to a given stock as the index does. The index includes the stocks of 500 leading U.S. publicly traded companies from a broad range of industries. The fund is non-diversified.
