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SWPPX: Schwab S&P 500 Index Fund (MUTUAL FUND)
Basic Info 91.99 0.09(0.10%) May 19
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (78%) |
| Start Date: | 06/25/1997 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 1.36% |
| Expenses | 0.02% |
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Performance Analytics (As of 05/16/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 06/25/1997 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.1 | 1.9 | 14.1 | 15.7 | 17.6 | 13.0 | 13.9 | 10.5 | 9.0 | 25.0 | 26.3 | -18.1 | 28.6 | 18.4 | 31.5 | -4.5 | 21.7 | 11.8 | 1.3 | 13.6 | 32.3 | 15.9 | 2.1 | 15.0 | 26.3 | -36.7 | 5.5 | 15.7 | 4.8 | 10.7 | 28.5 | -22.2 | -12.0 | -9.2 | 20.8 | 28.2 | 10.0 |
| Sharpe Ratio | NA | 0.07 | 0.39 | 0.63 | 0.83 | 0.6 | NA | NA | 0.38 | 1.45 | 1.69 | -0.81 | 2.18 | 0.52 | 2.41 | -0.34 | 3.15 | 0.89 | 0.08 | 1.19 | 2.92 | 1.27 | 0.09 | 0.82 | 0.96 | -0.92 | 0.16 | 1.25 | 0.26 | 0.88 | 1.63 | -0.9 | -0.68 | -0.6 | 0.97 | 1.22 | 0.81 |
| Draw Down(%) | NA | 18.7 | 18.7 | 18.7 | 24.5 | 33.8 | NA | NA | 55.1 | 8.5 | 9.9 | 24.5 | 5.1 | 33.8 | 6.6 | 19.4 | 2.6 | 10.3 | 12.0 | 7.3 | 5.6 | 9.6 | 18.6 | 15.6 | 27.2 | 47.4 | 9.8 | 7.5 | 7.0 | 7.5 | 13.8 | 33.0 | 29.2 | 16.5 | 11.8 | 19.2 | 10.7 |
| Standard Deviation(%) | NA | 27.1 | 19.6 | 18.1 | 17.8 | 18.5 | NA | NA | 19.5 | 12.7 | 13.1 | 24.2 | 13.1 | 34.7 | 12.5 | 17.1 | 6.7 | 13.1 | 15.5 | 11.4 | 11.0 | 12.6 | 23.2 | 18.1 | 27.1 | 40.7 | 16.0 | 10.0 | 10.2 | 11.1 | 17.0 | 25.9 | 21.5 | 22.2 | 18.1 | 20.4 | 20.3 |
| Treynor Ratio | NA | 0.02 | 0.08 | 0.12 | 0.15 | 0.11 | NA | NA | 0.07 | 0.19 | 0.22 | -0.2 | 0.29 | 0.18 | 0.3 | -0.06 | 0.21 | 0.12 | 0.01 | 0.14 | 0.32 | 0.17 | 0.02 | 0.15 | 0.26 | -0.38 | 0.03 | 0.13 | 0.03 | 0.1 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
| Beta | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.99 | NA | NA | 0.99 | 0.99 | 0.99 | 0.98 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.92 | 0.97 | 1.0 | 0.99 | 0.99 | 1.01 | 0.98 | 1.0 | 1.0 | NA | NA | NA | NA | NA | NA | NA |
| RSquared | NA | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | NA | NA | 0.72 | 1.0 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 1.0 | 0.89 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.91 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 0.0 | 1.4 | 1.7 | 2.2 | 2.9 | 4.5 | 3.7 | N/A | 1.5 | 1.8 | 1.3 | 1.5 | 2.1 | 2.5 | 2.5 | 2.1 | 2.8 | 3.1 | 2.0 | 2.1 | 2.5 | 2.0 | 2.0 | 1.7 | 1.9 | 1.9 | 1.9 | 1.8 | 1.9 | 1.7 | 1.3 | 1.0 | 0.9 | 1.5 | 1.2 | 1.0 |
| Dividend Growth(%) | N/A | -100.0 | 6.1 | 9.7 | 9.8 | 134.5 | N/A | N/A | N/A | 6.1 | 6.6 | 14.6 | -17.7 | 8.1 | -5.8 | 42.2 | -18.1 | -12.4 | 73.1 | 20.4 | -2.0 | 23.7 | 10.9 | 46.7 | -42.5 | 1.7 | 13.0 | 8.5 | 5.9 | 38.4 | 2.2 | 12.4 | 0.0 | -27.1 | 56.5 | 23.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/25/1997
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