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

Wed 2017-12-20? to Fri 2025-09-05	YTD Return	TR Price
SCHG ×	+10.73% 2025-09-05	11.17 TR 2025-09-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	+12.23% 2025-09-05	5.746 TR 2025-09-05
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	+3.09% 2025-09-05	5.107 TR 2025-09-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Wed 2017-12-20? to Fri 2025-09-05	Overall Return	Exponential Trendline
SCHG ×	+264.95% +18.28%/yr	+17.13%/yr (R2=0.889)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	+474.61% +25.46%/yr	+25.42%/yr (R2=0.955)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	+108.95% +10.03%/yr	+11.77%/yr (R2=0.889)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Wed 2017-12-20? to Fri 2025-09-05	Start Value	End Value
SCHG ×	$10,000.00 2017-12-20	$36,495.05 2025-09-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	$10,000.00 2017-12-20	$57,460.96 2025-09-05
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	$10,000.00 2017-12-20	$20,894.60 2025-09-05
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SCHG	SWLGX	SCHD
2025 (YTD)	+10.73%	+12.23%	+3.09%
2024	+34.96%	+38.21%	+11.66%
2023	+50.10%	+49.96%	+4.54%
2022	−31.80%	−24.50%	−3.26%
2021	+28.11%	+45.69%	+29.87%
2020	+39.14%	+45.31%	+15.03%
2019	+36.02%	+46.20%	+27.29%
2018	−1.36%	+6.21%	−5.56%
2017	+28.05%	−0.48%	+20.85%
2016	+6.82%	—	+16.45%
2015	+3.24%	—	−0.30%
2014	+15.80%	—	+11.69%
2013	+34.04%	—	+32.88%
2012	+16.88%	—	+11.39%
2011	−0.74%	—	+5.31%
2010	+16.85%	—	—
2009	+2.70%	—	—

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Drawdowns

Wed 2017-12-20? to Fri 2025-09-05	Current Drawdown	Worst Drawdown
SCHG ×	−0.19%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	−0.36%	−32.69% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ×	−3.74%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund