All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SCHG,SWLGX: Total Return Chart (with Dividends Reinvested)

Wed 2017-12-20? to Fri 2025-07-18 YTD
Return
TR
Price
SCHG
×
+6.92%
2025-07-18
10.78 TR
2025-07-18
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
+8.52%
2025-07-18
3.405 TR
2025-07-18
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Fri 2025-07-18 Overall
Return
Exponential
Trendline
SCHG
×
+252.39%
+18.09%/yr
+16.99%/yr
(R2=0.883)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
+240.48%
+17.55%/yr
+16.21%/yr
(R2=0.882)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Fri 2025-07-18 Start
Value
End
Value
SCHG
×
$10,000.00
2017-12-20
$35,239.05
2025-07-18
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
$10,000.00
2017-12-20
$34,047.77
2025-07-18
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SCHG SWLGX
2025 (YTD) +6.92% +8.52%
2024 +34.96% +33.30%
2023 +50.10% +42.67%
2022 −31.80% −29.17%
2021 +28.11% +26.04%
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 +16.85%
2009 +2.70%

Drawdowns

Wed 2017-12-20? to Fri 2025-07-18 Current
Drawdown
Worst
Drawdown
SCHG
×
0.00% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
0.00% −33.28%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund