Schwab® S&P 500 Index (SWPPX)

59.00 +0.62 (+1.06%) USD  |  Jul 01 2022

SWPPX Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Schwab® S&P 500 Index
15.91%
32.27%
13.57%
1.29%
11.82%
21.79%
-4.42%
31.44%
18.39%
28.66%
-19.11%
S&P 500 Total Return
16.00%
32.39%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-19.11%
iShares S&P 500 Index G
15.84%
32.21%
13.61%
1.35%
11.92%
21.77%
-4.38%
31.44%
18.45%
28.67%
-19.11%
Fidelity® 500 Index
15.99%
32.37%
13.66%
1.38%
11.97%
21.81%
-4.40%
31.47%
18.40%
28.69%
-19.12%
State Street Equity 500 Index K
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1.25%
11.89%
21.61%
-4.42%
31.39%
18.32%
28.51%
-19.11%
Voya US Stock Index P2
15.79%
32.04%
13.36%
1.11%
11.65%
21.53%
-4.55%
31.27%
18.25%
28.50%
-19.17%
As of July 01, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Schwab® S&P 500 Index
-6.59%
-15.50%
-19.11%
-10.17%
10.69%
11.51%
13.01%
8.58%
9.20%
8.89%
S&P 500 Total Return
-6.60%
-15.50%
-19.11%
-10.15%
10.71%
11.54%
13.08%
8.62%
9.25%
9.85%
iShares S&P 500 Index G
-6.60%
-15.50%
-19.11%
-10.15%
10.71%
11.54%
13.03%
8.56%
9.16%
9.64%
Fidelity® 500 Index
-6.60%
-15.51%
-19.12%
-10.16%
10.69%
11.53%
13.07%
8.60%
9.21%
10.36%
State Street Equity 500 Index K
-6.61%
-15.49%
-19.11%
-10.18%
10.60%
11.46%
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11.00%
Voya US Stock Index P2
-6.61%
-15.57%
-19.17%
-10.32%
10.54%
11.38%
12.83%
8.38%
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8.98%
As of July 01, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of May 31, 2022