All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2017-12-20? to Fri 2025-04-25 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWLGX × |
−8.91%
2025-04-25 |
2.858 TR
2025-04-25 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
−5.68%
2025-04-25 |
9.929 TR
2025-04-25 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWLGX × |
+185.77%
+15.37%/yr |
+16.10%/yr
(R2=0.871) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
+131.55%
+12.11%/yr |
+13.44%/yr
(R2=0.904) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWLGX × |
$10,000.00
2017-12-20 |
$28,577.31
2025-04-25 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
$10,000.00
2017-12-20 |
$23,154.56
2025-04-25 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Year | SWLGX | SWPPX |
---|---|---|
2025 (YTD) | −8.91% | −5.68% |
2024 | +33.30% | +24.96% |
2023 | +42.67% | +26.26% |
2022 | −29.17% | −18.14% |
2021 | +26.04% | +28.67% |
2020 | +38.43% | +18.38% |
2019 | +36.30% | +31.46% |
2018 | −1.59% | −4.92% |
2017 | −0.48% | +21.76% |
2016 | — | +11.21% |
2015 | — | +0.26% |
2014 | — | +13.55% |
2013 | — | +32.26% |
2012 | — | +15.89% |
2011 | — | +2.02% |
2010 | — | +14.98% |
2009 | — | +26.26% |
2008 | — | −36.70% |
2007 | — | +5.45% |
2006 | — | +15.68% |
2005 | — | +4.78% |
2004 | — | +10.70% |
2003 | — | +28.47% |
2002 | — | −22.18% |
2001 | — | −12.04% |
2000 | — | −9.19% |
1999 | — | +21.97% |
1998 | — | +28.26% |
1997 | — | +9.33% |
Wed 2017-12-20? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWLGX × | −12.60% |
−33.28%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × | −9.86% |
−33.80%
2020-03-23 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||