All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2017-12-20💬 to Tue 2026-06-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+7.73%
2026-06-02 |
+27.05%
2026-06-02 |
||||
| Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund | ||||||
| SWLGX × |
+8.61%
2026-06-02 |
+28.31%
2026-06-02 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Tue 2026-06-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+317.21%
+18.42%/yr |
+17.60%/yr
(R2=0.914) |
||||
| Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund | ||||||
| SWLGX × |
+308.82%
+18.14%/yr |
+17.15%/yr
(R2=0.918) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Tue 2026-06-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2017-12-20 |
$41,721.15
2026-06-02 |
||||
| Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund | ||||||
| SWLGX × |
$10,000.00
2017-12-20 |
$40,882.06
2026-06-02 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Year | SCHG | SWLGX |
|---|---|---|
| 2026 (YTD) | +7.73% | +8.61% |
| 2025 | +17.50% | +18.55% |
| 2024 | +34.96% | +33.30% |
| 2023 | +50.10% | +42.67% |
| 2022 | −31.80% | −29.17% |
| 2021 | +28.11% | +27.55% |
| 2020 | +39.14% | +38.43% |
| 2019 | +36.02% | +36.30% |
| 2018 | −1.36% | −1.59% |
| 2017 | +28.05% | −0.48% |
| 2016 | +6.82% | — |
| 2015 | +3.24% | — |
| 2014 | +15.80% | — |
| 2013 | +34.04% | — |
| 2012 | +16.88% | — |
| 2011 | −0.74% | — |
| 2010 | +16.84% | — |
| 2009 | +2.70% | — |
| Wed 2017-12-20💬 to Tue 2026-06-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × |
−0.57%
from 2026-06-01 peak |
−34.59%
2023-01-05 from 2021-11-19 peak |
||||
| Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund | ||||||
| SWLGX × |
−0.37%
from 2026-06-01 peak |
−32.69%
2022-10-14 from 2021-12-27 peak |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Period ending Tue 2026-06-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHG × | +27.05% |
+49.90% +22.38%/yr |
+97.81% +25.52%/yr |
+109.62% +15.96%/yr |
+463.55% +18.88%/yr |
|
| Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund | ||||||
| SWLGX × | +28.31% |
+51.81% +23.16%/yr |
+97.87% +25.54%/yr |
+108.61% +15.84%/yr |
— | |
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||