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