Popular Mutual Funds: Returns for Schwab S&P 500 Index Fund (SWPPX)
SWPPX has no dividends.
Table and Chart of SWPPX Performance
See what a $1,000 investment in SWPPX is worth today.
Values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| SWPPX Returns | |
|---|---|
| Start Date | Mar-31-2015 |
| Start Price | $26.75 |
| End Date | Mar-14-2025 |
| End Price | $86.79 |
| # Prices | 121 |
| Min Date | Sep-30-2015 |
| Min Price | $25.09 |
| Max Date | Jan-31-2025 |
| Max Price | $92.78 |
| Total Return | 224.51% |
| Annualized Return | 12.38% |
| Current Value of $1,000 Purchase | $3,245 |
| Number Returns* | 7,260 |
| Average Return | 62.02% |
| Number Profitable Returns | 6,866 |
| Percent Profitable Returns | 94.57% |
| Number Unprofitable Returns | 394 |
| Percent Unprofitable Returns | 5.43% |
| Profitable to Unprofitable Returns Ratio | 17.43 |
| *Note: Number Returns for a series of # Prices (N) is N*(N-1)/2. A buy and sell return results in a percent return that is a profit, loss or break-even. Buy and Sell Returns | |
SWPPX Compare Returns with S&P 500
SWPPX Trendline Chart
SWPPX Moving Average Chart
SWPPX Stock Return Map - See Patterns of Gains and Losses
SWPPX Stock Returns/Purchase Dates