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 | ||||||
| SWISX × |
+11.99%
2025-04-28 |
3.833 TR
2025-04-28 |
||||
| Schwab International Index Fund Select Shares 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 | ||||||
| SWISX × |
+142.55%
+5.93%/yr |
+5.51%/yr
(R2=0.890) |
||||
| Schwab International Index Fund Select Shares 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 | ||||||
| SWISX × |
$10,000.00
2009-12-11 |
$24,254.96
2025-04-28 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Year | SCHG | SWPPX | SWISX |
|---|---|---|---|
| 2025 (YTD) | −9.34% | −5.63% | +11.99% |
| 2024 | +34.96% | +24.96% | +3.54% |
| 2023 | +50.10% | +26.26% | +18.13% |
| 2022 | −31.80% | −18.14% | −14.30% |
| 2021 | +28.11% | +28.67% | +11.25% |
| 2020 | +39.14% | +18.38% | +8.13% |
| 2019 | +36.02% | +31.46% | +21.87% |
| 2018 | −1.36% | −4.92% | −13.38% |
| 2017 | +28.05% | +21.76% | +25.32% |
| 2016 | +6.82% | +11.21% | +1.07% |
| 2015 | +3.24% | +0.26% | −0.86% |
| 2014 | +15.80% | +13.55% | −5.71% |
| 2013 | +34.04% | +32.26% | +21.62% |
| 2012 | +16.88% | +15.89% | +18.92% |
| 2011 | −0.74% | +2.02% | −11.81% |
| 2010 | +16.85% | +14.98% | +6.62% |
| 2009 | +2.70% | +26.26% | +29.20% |
| 2008 | — | −36.70% | −41.82% |
| 2007 | — | +5.45% | +13.27% |
| 2006 | — | +15.68% | +25.01% |
| 2005 | — | +4.78% | +20.64% |
| 2004 | — | +10.70% | +18.33% |
| 2003 | — | +28.47% | +36.52% |
| 2002 | — | −22.18% | −15.63% |
| 2001 | — | −12.04% | −22.72% |
| 2000 | — | −9.19% | −17.53% |
| 1999 | — | +21.97% | +33.81% |
| 1998 | — | +28.26% | +15.96% |
| 1997 | — | +9.33% | −7.77% |
| 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 | ||||||
| SWISX × | −0.16% |
−33.83%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||