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 +27.36% over the past year and +5.82% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +298.30% in nominal total return, or +17.84%/yr, and is currently −0.70% below its total-return high on May 14, 2026.

Wed 2017-12-20? to Fri 2026-05-22 YTD
Return 		1 Year
Return
SWLGX × 		+5.82%
2026-05-22 		+27.36%
2026-05-22
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Fri 2026-05-22 Overall
Return 		Exponential
Trendline
SWLGX × 		+298.30%
+17.84%/yr 		+17.13%/yr
(R2=0.917)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Fri 2026-05-22 Start
Value 		End
Value
SWLGX × 		$10,000.00
2017-12-20 		$39,829.94
2026-05-22
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWLGX
2026 (YTD) +5.82%
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%

Drawdowns

Wed 2017-12-20? to Fri 2026-05-22 Current
Drawdown 		Worst
Drawdown
SWLGX × 		−0.70%
from 2026-05-14 peak 		−32.69%
2022-10-14
from 2021-12-27 peak
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SWLGX × 		+27.36% +46.90%
+21.22%/yr 		+100.01%
+25.99%/yr 		+106.08%
+15.55%/yr 		—
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund