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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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