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 +7.83% over the past year and +7.53% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +304.74% in nominal total return, or +17.31%/yr, and is currently −1.36% below its total-return high on Jun. 1, 2026.

Data ending Tue Sep. 22, 2026

Growth of $10,000

Wed 2017-12-20💬 to Tue 2026-09-22 Overall
Return 		Exponential
Trendline
SWLGX × 		+304.74%
+17.31%/yr 		+17.20%/yr
R2=0.926
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-12-20💬 to Tue 2026-09-22 Start
Value 		End
Value
SWLGX × 		$10,000.00
2017-12-20 		$40,474.09
2026-09-22

This Year’s Performance

through 2026-09-22

  YTD YoY
SWLGX × 		+7.53% +7.83%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SWLGX × 		−1.36%
on 2026-09-22
from 2026-06-01 peak 		−32.69%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Tue 2026-09-22 1 yr 2 yr 3 yr 5 yr 10 yr
SWLGX × 		+7.83% +37.63%
+17.32%/yr 		+93.50%
+24.61%/yr 		+85.09%
+13.10%/yr 		—

Annual Returns

Year SWLGX
2026 (YTD) +7.53%
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%