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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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