All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2017-12-20? to Thu 2025-09-04 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHG × |
+10.84%
2025-09-04 |
11.18 TR
2025-09-04 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWLGX × |
+12.50%
2025-09-04 |
5.76 TR
2025-09-04 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Thu 2025-09-04 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHG × |
+265.31%
+18.31%/yr |
+17.13%/yr
(R2=0.889) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWLGX × |
+475.99%
+25.51%/yr |
+25.42%/yr
(R2=0.955) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Thu 2025-09-04 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHG × |
$10,000.00
2017-12-20 |
$36,530.60
2025-09-04 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWLGX × |
$10,000.00
2017-12-20 |
$57,598.84
2025-09-04 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
Year | SCHG | SWLGX |
---|---|---|
2025 (YTD) | +10.84% | +12.50% |
2024 | +34.96% | +38.21% |
2023 | +50.10% | +49.96% |
2022 | −31.80% | −24.50% |
2021 | +28.11% | +45.69% |
2020 | +39.14% | +45.31% |
2019 | +36.02% | +46.20% |
2018 | −1.36% | +6.21% |
2017 | +28.05% | −0.48% |
2016 | +6.82% | — |
2015 | +3.24% | — |
2014 | +15.80% | — |
2013 | +34.04% | — |
2012 | +16.88% | — |
2011 | −0.74% | — |
2010 | +16.85% | — |
2009 | +2.70% | — |
Wed 2017-12-20? to Thu 2025-09-04 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHG × | −0.10% |
−34.59%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWLGX × | −0.12% |
−32.69%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||