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