All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2017-12-20? to Fri 2025-05-02 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWLGX × |
−5.86%
2025-05-02 |
2.954 TR
2025-05-02 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
−2.91%
2025-05-02 |
10.22 TR
2025-05-02 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
−3.45%
2025-05-02 |
6.618 TR
2025-05-02 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
+13.84%
2025-05-02 |
3.896 TR
2025-05-02 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
−8.96%
2025-05-02 |
2.886 TR
2025-05-02 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWLGX × |
+195.36%
+15.84%/yr |
+16.09%/yr
(R2=0.872) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
+138.34%
+12.52%/yr |
+13.43%/yr
(R2=0.904) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
+125.16%
+11.65%/yr |
+12.46%/yr
(R2=0.875) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
+52.95%
+5.94%/yr |
+5.68%/yr
(R2=0.649) |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
+16.39%
+2.08%/yr |
+3.06%/yr
(R2=0.189) |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWLGX × |
$10,000.00
2017-12-20 |
$29,535.70
2025-05-02 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
$10,000.00
2017-12-20 |
$23,834.45
2025-05-02 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
$10,000.00
2017-12-20 |
$22,516.15
2025-05-02 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
$10,000.00
2017-12-20 |
$15,295.30
2025-05-02 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
$10,000.00
2017-12-20 |
$11,639.15
2025-05-02 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWLGX × | −9.67% |
−33.28%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × | −7.21% |
−33.80%
2020-03-23 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × | −7.74% |
−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 | ||||||
SWSSX × | −19.18% |
−48.99%
2020-03-18 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||