All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2017-12-20? to Wed 2025-05-21 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWLGX × |
−1.78%
2025-05-21 |
3.082 TR
2025-05-21 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWAGX × |
+0.99%
2025-05-21 |
1.101 TR
2025-05-21 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Wed 2025-05-21 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWLGX × |
+208.16%
+16.39%/yr |
+16.10%/yr
(R2=0.874) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWAGX × |
+8.18%
+1.07%/yr |
+0.21%/yr
(R2=0.006) |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Wed 2025-05-21 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWLGX × |
$10,000.00
2017-12-20 |
$30,816.19
2025-05-21 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWAGX × |
$10,000.00
2017-12-20 |
$10,817.96
2025-05-21 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Year | SWLGX | SWAGX |
---|---|---|
2025 (YTD) | −1.78% | +0.99% |
2024 | +33.30% | +1.38% |
2023 | +42.67% | +5.46% |
2022 | −29.17% | −13.06% |
2021 | +26.04% | −1.81% |
2020 | +38.43% | +7.27% |
2019 | +36.30% | +8.64% |
2018 | −1.59% | −0.11% |
2017 | −0.48% | +2.62% |
Wed 2017-12-20? to Wed 2025-05-21 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWLGX × | −5.75% |
−33.28%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWAGX × | −8.31% |
−18.84%
2022-10-24 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||