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

Total Real Returns

SWLGX: Total Return Chart (with Dividends Reinvested)

SWLGX total return snapshot: SWLGX returned −3.72% over the past year and −1.37% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +271.25% in nominal total return, or +15.94%/yr, and is currently −10.04% below its total-return high on Oct. 6, 2026.

Data ending Mon Nov. 2, 2026

Growth of $10,000

Wed 2017-12-20💬 to Mon 2026-11-02 Overall
Return 		Exponential
Trendline
SWLGX × 		+271.25%
+15.94%/yr 		+17.20%/yr
R2=0.928
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-12-20💬 to Mon 2026-11-02 Start
Value 		End
Value
SWLGX × 		$10,000.00
2017-12-20 		$37,124.51
2026-11-02

This Year’s Performance

through 2026-11-02

  YTD YoY
SWLGX × 		−1.37% −3.72%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SWLGX × 		−10.04%
on 2026-11-02
from 2026-10-06 peak 		−32.69%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Mon 2026-11-02 1 yr 2 yr 3 yr 5 yr 10 yr
SWLGX × 		−3.72% +24.70%
+11.67%/yr 		+74.71%
+20.44%/yr 		+61.17%
+10.02%/yr 		—

Annual Returns

Year SWLGX
2026 (YTD) −1.37%
2025 +18.55%
2024 +33.30%
2023 +42.67%
2022 −29.17%
2021 +27.55%
2020 +38.43%
2019 +36.30%
2018 −1.59%
2017 −0.48%