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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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