All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SCHG,SWPPX: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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