All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2017-12-20? to Fri 2025-08-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+8.25%
2025-08-01 |
10.71 TR
2025-08-01 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+10.07%
2025-08-01 |
3.387 TR
2025-08-01 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+6.84%
2025-08-01 |
11.22 TR
2025-08-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
−0.76%
2025-08-01 |
4.874 TR
2025-08-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VXUS × |
+18.44%
2025-08-01 |
2.129 TR
2025-08-01 |
||||
| Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
| Wed 2017-12-20? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+250.02%
+17.89%/yr |
+17.03%/yr
(R2=0.885) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+238.71%
+17.38%/yr |
+16.25%/yr
(R2=0.883) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+161.55%
+13.46%/yr |
+13.49%/yr
(R2=0.913) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+99.42%
+9.49%/yr |
+11.85%/yr
(R2=0.887) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VXUS × |
+52.34%
+5.68%/yr |
+5.25%/yr
(R2=0.602) |
||||
| Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
| Wed 2017-12-20? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2017-12-20 |
$35,002.07
2025-08-01 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
$10,000.00
2017-12-20 |
$33,870.87
2025-08-01 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2017-12-20 |
$26,154.92
2025-08-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2017-12-20 |
$19,942.09
2025-08-01 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VXUS × |
$10,000.00
2017-12-20 |
$15,234.18
2025-08-01 |
||||
| Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHG | SWLGX | SWPPX | SCHD | VXUS |
|---|---|---|---|---|---|
| 2025 (YTD) | +8.25% | +10.07% | +6.84% | −0.76% | +18.44% |
| 2024 | +34.96% | +33.30% | +24.97% | +11.66% | +5.08% |
| 2023 | +50.10% | +42.67% | +26.26% | +4.54% | +15.90% |
| 2022 | −31.80% | −29.17% | −18.14% | −3.26% | −16.09% |
| 2021 | +28.11% | +26.04% | +28.55% | +29.87% | +8.98% |
| 2020 | +39.14% | +38.43% | +18.38% | +15.03% | +10.66% |
| 2019 | +36.02% | +36.30% | +31.22% | +27.29% | +21.75% |
| 2018 | −1.36% | −1.59% | −4.92% | −5.56% | −14.43% |
| 2017 | +28.05% | −0.48% | +21.76% | +20.85% | +27.46% |
| 2016 | +6.82% | — | +11.21% | +16.45% | +4.78% |
| 2015 | +3.24% | — | +0.26% | −0.30% | −4.18% |
| 2014 | +15.80% | — | +13.55% | +11.69% | −4.74% |
| 2013 | +34.04% | — | +32.26% | +32.88% | +14.59% |
| 2012 | +16.88% | — | +15.90% | +11.39% | +18.61% |
| 2011 | −0.74% | — | +2.02% | +5.31% | −14.44% |
| 2010 | +16.85% | — | +14.98% | — | — |
| 2009 | +2.70% | — | +26.26% | — | — |
| 2008 | — | — | −36.70% | — | — |
| 2007 | — | — | +5.45% | — | — |
| 2006 | — | — | +15.68% | — | — |
| 2005 | — | — | +4.78% | — | — |
| 2004 | — | — | +10.70% | — | — |
| 2003 | — | — | +28.47% | — | — |
| 2002 | — | — | −22.18% | — | — |
| 2001 | — | — | −12.04% | — | — |
| 2000 | — | — | −9.19% | — | — |
| 1999 | — | — | +21.97% | — | — |
| 1998 | — | — | +28.26% | — | — |
| 1997 | — | — | +9.33% | — | — |
| Wed 2017-12-20? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −2.51% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × | −2.14% |
−33.28%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | −2.37% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −8.13% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| VXUS × | −3.98% |
−35.97%
2020-03-23 |
||||
| Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||