All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWLGX total return snapshot: SWLGX returned +10.86% over the past year and +3.25% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +288.64% in nominal total return, or +16.88%/yr, and is currently −5.29% below its total-return high on Jun. 1, 2026.
Data ending Wed Sep. 2, 2026
| Wed 2017-12-20💬 to Wed 2026-09-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+288.64%
+16.88%/yr |
+17.20%/yr
R2=0.924 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Wed 2026-09-02 |
Start
Value |
End
Value |
|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$38,863.72
2026-09-02 |
| YTD | YoY | |
|---|---|---|
| SWLGX × | +3.25% | +10.86% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWLGX × |
−5.29%
on 2026-09-02 from 2026-06-01 peak |
−32.69%
on 2022-10-14 from 2021-12-27 peak |
| Period ending Wed 2026-09-02 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWLGX × | +10.86% |
+34.73% +16.07%/yr |
+76.13% +20.77%/yr |
+73.32% +11.63%/yr |
— |
| Year | SWLGX |
|---|---|
| 2026 (YTD) | +3.25% |
| 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% |
