All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Fri 2009-12-11? to Mon 2025-04-28 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHG × |
−9.34%
2025-04-28 |
9.141 TR
2025-04-28 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWPPX × |
−5.63%
2025-04-28 |
9.935 TR
2025-04-28 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Fri 2009-12-11? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHG × |
+814.06%
+15.48%/yr |
+15.96%/yr
(R2=0.977) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWPPX × |
+548.87%
+12.93%/yr |
+13.21%/yr
(R2=0.982) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Fri 2009-12-11? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHG × |
$10,000.00
2009-12-11 |
$91,406.22
2025-04-28 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWPPX × |
$10,000.00
2009-12-11 |
$64,887.39
2025-04-28 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Year | SCHG | SWPPX |
---|---|---|
2025 (YTD) | −9.34% | −5.63% |
2024 | +34.96% | +24.96% |
2023 | +50.10% | +26.26% |
2022 | −31.80% | −18.14% |
2021 | +28.11% | +28.67% |
2020 | +39.14% | +18.38% |
2019 | +36.02% | +31.46% |
2018 | −1.36% | −4.92% |
2017 | +28.05% | +21.76% |
2016 | +6.82% | +11.21% |
2015 | +3.24% | +0.26% |
2014 | +15.80% | +13.55% |
2013 | +34.04% | +32.26% |
2012 | +16.88% | +15.89% |
2011 | −0.74% | +2.02% |
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% |
Fri 2009-12-11? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHG × | −13.18% |
−34.59%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWPPX × | −9.80% |
−33.80%
2020-03-23 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||