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

Total Real Returns

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

Wed 2017-12-20? to Thu 2026-04-02 YTD
Return
TR
Price
SWLGX
×
−9.01%
2026-04-02
3.425 TR
2026-04-02
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX
×
−3.53%
2026-04-02
13.94 TR
2026-04-02
Schwab S&P 500 Index Fund Mutual Fund
SWTSX
×
−3.17%
2026-04-02
8.076 TR
2026-04-02
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
+2.05%
2026-04-02
4.596 TR
2026-04-02
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
−0.11%
2026-04-02
1.168 TR
2026-04-02
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SWLGX
×
+242.47%
+16.03%/yr
+17.08%/yr
(R2=0.913)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX
×
+180.45%
+13.26%/yr
+14.12%/yr
(R2=0.932)
Schwab S&P 500 Index Fund Mutual Fund
SWTSX
×
+167.14%
+12.60%/yr
+13.27%/yr
(R2=0.913)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
+80.43%
+7.39%/yr
+7.11%/yr
(R2=0.745)
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
+14.73%
+1.67%/yr
+0.59%/yr
(R2=0.059)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Thu 2026-04-02 Start
Value
End
Value
SWLGX
×
$10,000.00
2017-12-20
$34,247.31
2026-04-02
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX
×
$10,000.00
2017-12-20
$28,044.82
2026-04-02
Schwab S&P 500 Index Fund Mutual Fund
SWTSX
×
$10,000.00
2017-12-20
$26,714.02
2026-04-02
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
$10,000.00
2017-12-20
$18,043.14
2026-04-02
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
$10,000.00
2017-12-20
$11,472.62
2026-04-02
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWLGX SWPPX SWTSX SWISX SWAGX
2026 (YTD) −9.01% −3.53% −3.17% +2.05% −0.11%
2025 +18.55% +17.87% +17.04% +31.59% +7.10%
2024 +33.30% +24.97% +23.85% +3.54% +1.38%
2023 +42.67% +26.26% +26.05% +18.13% +5.46%
2022 −29.17% −18.14% −19.54% −14.30% −13.06%
2021 +27.55% +28.67% +25.65% +11.25% −1.81%
2020 +38.43% +18.38% +20.71% +8.14% +7.39%
2019 +36.30% +31.46% +30.90% +21.87% +8.64%
2018 −1.59% −4.47% −5.35% −13.38% −0.11%
2017 −0.48% +21.81% +21.08% +25.32% +2.62%
2016 +11.82% +12.59% +1.07%
2015 +1.31% +0.43% −0.86%
2014 +13.55% +12.37% −5.71%
2013 +32.27% +33.36% +21.62%
2012 +15.89% +16.29% +18.92%
2011 +2.02% +1.27% −11.81%
2010 +14.98% +17.23% +6.62%
2009 +26.26% +28.31% +29.19%
2008 −36.70% −36.56% −41.82%
2007 +5.46% +5.37% +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% +30.99% +36.52%
2002 −22.18% −20.44% −15.63%
2001 −12.04% −11.09% −22.72%
2000 −9.19% −10.51% −17.52%
1999 +30.72% +8.59% +33.81%
1998 +28.25% +15.96%
1997 +16.32% −7.77%

Drawdowns

Wed 2017-12-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SWLGX
×
−12.26% −32.69%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX
×
−5.42% −33.80%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWTSX
×
−5.37% −35.01%
2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX
×
−7.28% −33.83%
2020-03-23
Schwab International Index Fund Select Shares Mutual Fund
SWAGX
×
−2.77% −18.75%
2022-10-24
Schwab US Aggregate Bond Index Fund Mutual Fund