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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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