All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWLGX total return snapshot: SWLGX returned +11.28% over the past year and +7.87% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +306.03% in nominal total return, or +17.24%/yr, and is currently −1.61% below its total-return high on Oct. 6, 2026.
Data ending Mon Oct. 12, 2026
| Wed 2017-12-20💬 to Mon 2026-10-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+306.03%
+17.24%/yr |
+17.21%/yr
R2=0.927 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Mon 2026-10-12 |
Start
Value |
End
Value |
|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$40,602.92
2026-10-12 |
| YTD | YoY | |
|---|---|---|
| SWLGX × | +7.87% | +11.28% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWLGX × |
−1.61%
on 2026-10-12 from 2026-10-06 peak |
−32.69%
on 2022-10-14 from 2021-12-27 peak |
| Period ending Mon 2026-10-12 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWLGX × | +11.28% |
+35.21% +16.28%/yr |
+88.27% +23.48%/yr |
+90.93% +13.81%/yr |
— |
| Year | SWLGX |
|---|---|
| 2026 (YTD) | +7.87% |
| 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% |
