All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

SWLGX,SCHD,SWISX: Total Return Chart (with Dividends Reinvested)

Wed 2017-12-20? to Thu 2025-07-31 YTD
Return
TR
Price
SWLGX
×
+7.96%
2025-07-31
3.454 TR
2025-07-31
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
−1.61%
2025-07-31
4.896 TR
2025-07-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
+17.47%
2025-07-31
4.02 TR
2025-07-31
Schwab International Index Fund Select Shares Mutual Fund

Returns

Wed 2017-12-20? to Thu 2025-07-31 Overall
Return
Exponential
Trendline
SWLGX
×
+245.39%
+17.69%/yr
+16.25%/yr
(R2=0.883)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
+100.33%
+9.56%/yr
+11.85%/yr
(R2=0.887)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
+57.83%
+6.18%/yr
+6.02%/yr
(R2=0.681)
Schwab International Index Fund Select Shares Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Thu 2025-07-31 Start
Value
End
Value
SWLGX
×
$10,000.00
2017-12-20
$34,538.84
2025-07-31
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
$10,000.00
2017-12-20
$20,032.81
2025-07-31
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
$10,000.00
2017-12-20
$15,782.56
2025-07-31
Schwab International Index Fund Select Shares Mutual Fund

Annual Returns

Year SWLGX SCHD SWISX
2025 (YTD) +7.96% −1.61% +17.47%
2024 +33.30% +11.66% +3.54%
2023 +42.67% +4.54% +18.13%
2022 −29.17% −3.26% −14.30%
2021 +26.04% +29.87% +11.25%
2020 +38.43% +15.03% +8.13%
2019 +36.30% +27.29% +21.87%
2018 −1.59% −5.56% −13.38%
2017 −0.48% +20.85% +25.32%
2016 +16.45% +1.07%
2015 −0.30% −0.86%
2014 +11.69% −5.71%
2013 +32.88% +21.62%
2012 +11.39% +18.92%
2011 +5.31% −11.81%
2010 +6.62%
2009 +29.20%
2008 −41.82%
2007 +13.27%
2006 +25.01%
2005 +20.64%
2004 +18.33%
2003 +36.52%
2002 −15.63%
2001 −22.72%
2000 −17.53%
1999 +33.81%
1998 +15.96%
1997 −7.77%

Drawdowns

Wed 2017-12-20? to Thu 2025-07-31 Current
Drawdown
Worst
Drawdown
SWLGX
×
−0.21% −33.28%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD
×
−7.71% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
−4.60% −33.83%
2020-03-23
Schwab International Index Fund Select Shares Mutual Fund