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

Total Real Returns

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

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
SWPPX
×
−5.63%
2025-04-28
9.935 TR
2025-04-28
Schwab S&P 500 Index Fund Mutual Fund
SWISX
×
+11.99%
2025-04-28
3.833 TR
2025-04-28
Schwab International Index Fund Select Shares Mutual Fund
SWSSX
×
−11.48%
2025-04-28
2.806 TR
2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX
×
+2.61%
2025-04-28
1.119 TR
2025-04-28
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

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
SWPPX
×
+131.68%
+12.10%/yr
+13.44%/yr
(R2=0.904)
Schwab S&P 500 Index Fund Mutual Fund
SWISX
×
+50.46%
+5.71%/yr
+5.66%/yr
(R2=0.647)
Schwab International Index Fund Select Shares Mutual Fund
SWSSX
×
+13.17%
+1.70%/yr
+3.07%/yr
(R2=0.188)
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX
×
+9.91%
+1.29%/yr
+0.20%/yr
(R2=0.005)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

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
SWPPX
×
$10,000.00
2017-12-20
$23,168.15
2025-04-28
Schwab S&P 500 Index Fund Mutual Fund
SWISX
×
$10,000.00
2017-12-20
$15,045.73
2025-04-28
Schwab International Index Fund Select Shares Mutual Fund
SWSSX
×
$10,000.00
2017-12-20
$11,316.93
2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX
×
$10,000.00
2017-12-20
$10,991.18
2025-04-28
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWLGX SWPPX SWISX SWSSX SWAGX
2025 (YTD) −9.03% −5.63% +11.99% −11.48% +2.61%
2024 +33.30% +24.96% +3.54% +11.57% +1.38%
2023 +42.67% +26.26% +18.13% +17.07% +5.46%
2022 −29.17% −18.14% −14.30% −20.43% −13.06%
2021 +26.04% +28.67% +11.25% +6.46% −1.81%
2020 +38.43% +18.38% +8.13% +18.43% +7.27%
2019 +36.30% +31.46% +21.87% +20.00% +8.63%
2018 −1.59% −4.92% −13.38% −18.51% −0.11%
2017 −0.48% +21.76% +25.32% +10.37% +2.62%
2016 +11.21% +1.07% +18.17%
2015 +0.26% −0.86% −9.35%
2014 +13.55% −5.71% −1.00%
2013 +32.26% +21.62% +32.16%
2012 +15.89% +18.92% +13.66%
2011 +2.02% −11.81% −8.39%
2010 +14.98% +6.62% +27.01%
2009 +26.26% +29.20% +35.69%
2008 −36.70% −41.82% −34.97%
2007 +5.45% +13.27% −15.09%
2006 +15.68% +25.01% +3.43%
2005 +4.78% +20.64% +4.22%
2004 +10.70% +18.33% +16.58%
2003 +28.47% +36.52% +43.60%
2002 −22.18% −15.63% −22.37%
2001 −12.04% −22.72% −0.77%
2000 −9.19% −17.53% −8.88%
1999 +21.97% +33.81% +24.44%
1998 +28.26% +15.96% −8.65%
1997 +9.33% −7.77% +12.09%

Drawdowns

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
SWPPX
×
−9.80% −33.80%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWISX
×
−0.16% −33.83%
2020-03-23
Schwab International Index Fund Select Shares Mutual Fund
SWSSX
×
−21.41% −48.99%
2020-03-18
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX
×
−6.84% −18.84%
2022-10-24
Schwab US Aggregate Bond Index Fund Mutual Fund