All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| 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 | ||||||
| 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 | ||||||
| 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 | ||||||
| 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 | ||||||
| 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 | ||||||
| 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 | ||||||
| Year | SWLGX | SWPPX | SWSSX | SWAGX |
|---|---|---|---|---|
| 2025 (YTD) | −9.03% | −5.63% | −11.48% | +2.61% |
| 2024 | +33.30% | +24.96% | +11.57% | +1.38% |
| 2023 | +42.67% | +26.26% | +17.07% | +5.46% |
| 2022 | −29.17% | −18.14% | −20.43% | −13.06% |
| 2021 | +26.04% | +28.67% | +6.46% | −1.81% |
| 2020 | +38.43% | +18.38% | +18.43% | +7.27% |
| 2019 | +36.30% | +31.46% | +20.00% | +8.63% |
| 2018 | −1.59% | −4.92% | −18.51% | −0.11% |
| 2017 | −0.48% | +21.76% | +10.37% | +2.62% |
| 2016 | — | +11.21% | +18.17% | — |
| 2015 | — | +0.26% | −9.35% | — |
| 2014 | — | +13.55% | −1.00% | — |
| 2013 | — | +32.26% | +32.16% | — |
| 2012 | — | +15.89% | +13.66% | — |
| 2011 | — | +2.02% | −8.39% | — |
| 2010 | — | +14.98% | +27.01% | — |
| 2009 | — | +26.26% | +35.69% | — |
| 2008 | — | −36.70% | −34.97% | — |
| 2007 | — | +5.45% | −15.09% | — |
| 2006 | — | +15.68% | +3.43% | — |
| 2005 | — | +4.78% | +4.22% | — |
| 2004 | — | +10.70% | +16.58% | — |
| 2003 | — | +28.47% | +43.60% | — |
| 2002 | — | −22.18% | −22.37% | — |
| 2001 | — | −12.04% | −0.77% | — |
| 2000 | — | −9.19% | −8.88% | — |
| 1999 | — | +21.97% | +24.44% | — |
| 1998 | — | +28.26% | −8.65% | — |
| 1997 | — | +9.33% | +12.09% | — |
| 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 | ||||||
| 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 | ||||||