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 2026-04-17 YTD
Return
TR
Price
SCHG
×
+0.12%
2026-04-17
11.86 TR
2026-04-17
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
+0.80%
2026-04-17
3.794 TR
2026-04-17
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Fri 2026-04-17 Overall
Return
Exponential
Trendline
SCHG
×
+287.73%
+17.68%/yr
+17.53%/yr
(R2=0.910)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
+279.40%
+17.38%/yr
+17.08%/yr
(R2=0.914)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Fri 2026-04-17 Start
Value
End
Value
SCHG
×
$10,000.00
2017-12-20
$38,773.33
2026-04-17
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
$10,000.00
2017-12-20
$37,940.44
2026-04-17
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SCHG SWLGX
2026 (YTD) +0.12% +0.80%
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%

Drawdowns

Wed 2017-12-20? to Fri 2026-04-17 Current
Drawdown
Worst
Drawdown
SCHG
×
−2.96% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
−2.79% −32.69%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund