All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2017-12-20? to Thu 2025-04-24 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
−10.28%
2025-04-24 |
2.815 TR
2025-04-24 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
−6.37%
2025-04-24 |
9.857 TR
2025-04-24 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+10.84%
2025-04-24 |
3.793 TR
2025-04-24 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Wed 2017-12-20? to Thu 2025-04-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+181.50%
+15.14%/yr |
+16.11%/yr
(R2=0.871) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+129.86%
+12.00%/yr |
+13.44%/yr
(R2=0.904) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
+48.91%
+5.57%/yr |
+5.65%/yr
(R2=0.646) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Wed 2017-12-20? to Thu 2025-04-24 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$28,149.60
2025-04-24 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2017-12-20 |
$22,985.94
2025-04-24 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × |
$10,000.00
2017-12-20 |
$14,891.23
2025-04-24 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Year | SWLGX | SWPPX | SWISX |
|---|---|---|---|
| 2025 (YTD) | −10.28% | −6.37% | +10.84% |
| 2024 | +33.30% | +24.96% | +3.54% |
| 2023 | +42.67% | +26.26% | +18.13% |
| 2022 | −29.17% | −18.14% | −14.30% |
| 2021 | +26.04% | +28.67% | +11.25% |
| 2020 | +38.43% | +18.38% | +8.13% |
| 2019 | +36.30% | +31.46% | +21.87% |
| 2018 | −1.59% | −4.92% | −13.38% |
| 2017 | −0.48% | +21.76% | +25.32% |
| 2016 | — | +11.21% | +1.07% |
| 2015 | — | +0.26% | −0.86% |
| 2014 | — | +13.55% | −5.71% |
| 2013 | — | +32.26% | +21.62% |
| 2012 | — | +15.89% | +18.92% |
| 2011 | — | +2.02% | −11.81% |
| 2010 | — | +14.98% | +6.62% |
| 2009 | — | +26.26% | +29.20% |
| 2008 | — | −36.70% | −41.82% |
| 2007 | — | +5.45% | +13.27% |
| 2006 | — | +15.68% | +25.01% |
| 2005 | — | +4.78% | +20.64% |
| 2004 | — | +10.70% | +18.33% |
| 2003 | — | +28.47% | +36.52% |
| 2002 | — | −22.18% | −15.63% |
| 2001 | — | −12.04% | −22.72% |
| 2000 | — | −9.19% | −17.53% |
| 1999 | — | +21.97% | +33.81% |
| 1998 | — | +28.26% | +15.96% |
| 1997 | — | +9.33% | −7.77% |
| Wed 2017-12-20? to Thu 2025-04-24 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × | −13.91% |
−33.28%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | −10.51% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWISX × | −1.18% |
−33.83%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||