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 +12.33% over the past year and +6.50% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +300.88% in nominal total return, or +17.42%/yr, and is currently −2.30% below its total-return high on Jun. 1, 2026.

Data ending Thu Aug. 13, 2026

Growth of $10,000

Wed 2017-12-20💬 to Thu 2026-08-13 Overall
Return 		Exponential
Trendline
SWLGX × 		+300.88%
+17.42%/yr 		+17.19%/yr
R2=0.923
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-12-20💬 to Thu 2026-08-13 Start
Value 		End
Value
SWLGX × 		$10,000.00
2017-12-20 		$40,087.60
2026-08-13

This Year’s Performance

through 2026-08-13

  YTD YoY
SWLGX × 		+6.50% +12.33%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SWLGX × 		−2.30%
on 2026-08-13
from 2026-06-01 peak 		−32.69%
on 2022-10-14
from 2021-12-27 peak

Rolling Returns

Period ending Thu 2026-08-13 1 yr 2 yr 3 yr 5 yr 10 yr
SWLGX × 		+12.33% +43.30%
+19.71%/yr 		+87.53%
+23.32%/yr 		+83.84%
+12.95%/yr 		—

Annual Returns

Year SWLGX
2026 (YTD) +6.50%
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%