All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
SWLGX total return snapshot: SWLGX returned +19.12% over the past year and +3.02% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +287.78% in nominal total return, or +17.34%/yr, and is currently −5.49% below its total-return high on Jun. 1, 2026.
Data ending Fri Jun. 12, 2026
| Wed 2017-12-20💬 to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+3.02%
2026-06-12 |
+19.12%
2026-06-12 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+287.78%
+17.34%/yr |
+17.16%/yr
(R2=0.919) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$38,777.83
2026-06-12 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Year | SWLGX |
|---|---|
| 2026 (YTD) | +3.02% |
| 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 Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
−5.49%
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 Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWLGX × | +19.12% |
+36.56% +16.86%/yr |
+85.23% +22.81%/yr |
+93.21% +14.08%/yr |
— | |
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
