All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2017-12-20? to Mon 2025-05-05 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
−6.49%
2025-05-05 |
2.934 TR
2025-05-05 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
−3.53%
2025-05-05 |
10.16 TR
2025-05-05 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
−4.78%
2025-05-05 |
6.577 TR
2025-05-05 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
+13.89%
2025-05-05 |
3.898 TR
2025-05-05 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Wed 2017-12-20? to Mon 2025-05-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+193.38%
+15.72%/yr |
+16.09%/yr
(R2=0.872) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+136.82%
+12.40%/yr |
+13.43%/yr
(R2=0.905) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
+123.80%
+11.55%/yr |
+12.46%/yr
(R2=0.875) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
+53.01%
+5.94%/yr |
+5.68%/yr
(R2=0.650) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Wed 2017-12-20? to Mon 2025-05-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$29,337.68
2025-05-05 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2017-12-20 |
$23,682.16
2025-05-05 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
$10,000.00
2017-12-20 |
$22,379.65
2025-05-05 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
$10,000.00
2017-12-20 |
$15,301.24
2025-05-05 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Year | SWLGX | SWPPX | SWTSX | SWISX |
|---|---|---|---|---|
| 2025 (YTD) | −6.49% | −3.53% | −4.78% | +13.89% |
| 2024 | +33.30% | +24.96% | +23.84% | +3.54% |
| 2023 | +42.67% | +26.26% | +26.05% | +18.13% |
| 2022 | −29.17% | −18.14% | −19.54% | −14.30% |
| 2021 | +26.04% | +28.67% | +25.28% | +11.25% |
| 2020 | +38.43% | +18.38% | +20.71% | +8.13% |
| 2019 | +36.30% | +31.46% | +30.57% | +21.87% |
| 2018 | −1.59% | −4.92% | −5.85% | −13.38% |
| 2017 | −0.48% | +21.76% | +20.81% | +25.32% |
| 2016 | — | +11.21% | +12.06% | +1.07% |
| 2015 | — | +0.26% | −0.43% | −0.86% |
| 2014 | — | +13.55% | +11.71% | −5.71% |
| 2013 | — | +32.26% | +32.75% | +21.62% |
| 2012 | — | +15.89% | +16.29% | +18.92% |
| 2011 | — | +2.02% | +1.28% | −11.81% |
| 2010 | — | +14.98% | +17.24% | +6.62% |
| 2009 | — | +26.26% | +28.30% | +29.20% |
| 2008 | — | −36.70% | −36.56% | −41.82% |
| 2007 | — | +5.45% | +5.12% | +13.27% |
| 2006 | — | +15.68% | +15.53% | +25.01% |
| 2005 | — | +4.78% | +6.22% | +20.64% |
| 2004 | — | +10.70% | +12.48% | +18.33% |
| 2003 | — | +28.47% | +30.98% | +36.52% |
| 2002 | — | −22.18% | −20.43% | −15.63% |
| 2001 | — | −12.04% | −11.09% | −22.72% |
| 2000 | — | −9.19% | −10.51% | −17.53% |
| 1999 | — | +21.97% | +8.59% | +33.81% |
| 1998 | — | +28.26% | — | +15.96% |
| 1997 | — | +9.33% | — | −7.77% |
| Wed 2017-12-20? to Mon 2025-05-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × | −10.27% |
−33.28%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | −7.80% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × | −8.30% |
−35.01%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × | 0.00% |
−33.83%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||