All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWLGX total return snapshot: SWLGX returned +8.10% over the past year and −0.29% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +275.32% in nominal total return, or +16.64%/yr, and is currently −8.53% below its total-return high on Jun. 1, 2026.
Data ending Fri Jul. 24, 2026
| Wed 2017-12-20💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+275.32%
+16.64%/yr |
+17.19%/yr
R2=0.922 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$37,532.48
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| SWLGX × | −0.29% | +8.10% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| SWLGX × |
−8.53%
on 2026-07-24 from 2026-06-01 peak |
−32.69%
on 2022-10-14 from 2021-12-27 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| SWLGX × | +8.10% |
+34.55% +16.00%/yr |
+71.16% +19.62%/yr |
+71.84% +11.44%/yr |
— |
| Year | SWLGX |
|---|---|
| 2026 (YTD) | −0.29% |
| 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% |
