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