All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWLGX total return snapshot: SWLGX returned +15.14% over the past year and +2.80% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +286.92% in nominal total return, or +17.19%/yr, and is currently −5.70% below its total-return high on Jun. 1, 2026.
Data ending Thu Jul. 2, 2026
| Wed 2017-12-20💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+2.80%
2026-07-02 |
+15.14%
2026-07-02 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+286.92%
+17.19%/yr |
+17.18%/yr
(R2=0.920) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$38,691.95
2026-07-02 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Year | SWLGX |
|---|---|
| 2026 (YTD) | +2.80% |
| 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% |
| Wed 2017-12-20💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
−5.70%
from 2026-06-01 peak |
−32.69%
2022-10-14 from 2021-12-27 peak |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWLGX × | +15.14% |
+32.33% +15.03%/yr |
+79.67% +21.57%/yr |
+82.76% +12.82%/yr |
— | |
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
