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

Total Real Returns

SWLGX,SWAGX: Total Return Chart (with Dividends Reinvested)

Wed 2017-12-20? to Mon 2025-04-28 YTD
Return
TR
Price
SWLGX
×
−9.03%
2025-04-28
2.854 TR
2025-04-28
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWAGX
×
+2.61%
2025-04-28
1.119 TR
2025-04-28
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SWLGX
×
+185.40%
+15.33%/yr
+16.10%/yr
(R2=0.871)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWAGX
×
+9.91%
+1.29%/yr
+0.20%/yr
(R2=0.005)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Mon 2025-04-28 Start
Value
End
Value
SWLGX
×
$10,000.00
2017-12-20
$28,540.35
2025-04-28
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWAGX
×
$10,000.00
2017-12-20
$10,991.18
2025-04-28
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWLGX SWAGX
2025 (YTD) −9.03% +2.61%
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% +8.63%
2018 −1.59% −0.11%
2017 −0.48% +2.62%

Drawdowns

Wed 2017-12-20? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SWLGX
×
−12.71% −33.28%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWAGX
×
−6.84% −18.84%
2022-10-24
Schwab US Aggregate Bond Index Fund Mutual Fund