All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2017-12-20? to Fri 2025-04-25 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWLGX × |
−8.91%
2025-04-25 |
2.858 TR
2025-04-25 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
−5.68%
2025-04-25 |
9.929 TR
2025-04-25 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
−6.26%
2025-04-25 |
6.425 TR
2025-04-25 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
+11.10%
2025-04-25 |
3.802 TR
2025-04-25 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
−11.85%
2025-04-25 |
2.794 TR
2025-04-25 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
+2.37%
2025-04-25 |
1.117 TR
2025-04-25 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWLGX × |
+185.77%
+15.37%/yr |
+16.10%/yr
(R2=0.871) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
+131.55%
+12.11%/yr |
+13.44%/yr
(R2=0.904) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
+118.62%
+11.24%/yr |
+12.46%/yr
(R2=0.874) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
+49.27%
+5.60%/yr |
+5.66%/yr
(R2=0.646) |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
+12.70%
+1.64%/yr |
+3.07%/yr
(R2=0.188) |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
+9.77%
+1.28%/yr |
+0.22%/yr
(R2=0.006) |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWLGX × |
$10,000.00
2017-12-20 |
$28,577.31
2025-04-25 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
$10,000.00
2017-12-20 |
$23,154.56
2025-04-25 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × |
$10,000.00
2017-12-20 |
$21,861.87
2025-04-25 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
$10,000.00
2017-12-20 |
$14,926.88
2025-04-25 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
$10,000.00
2017-12-20 |
$11,270.39
2025-04-25 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
$10,000.00
2017-12-20 |
$10,977.35
2025-04-25 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWLGX × | −12.60% |
−33.28%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × | −9.86% |
−33.80%
2020-03-23 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWTSX × | −10.42% |
−35.01%
2020-03-23 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × | −0.95% |
−33.83%
2020-03-23 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × | −21.74% |
−48.99%
2020-03-18 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × | −7.00% |
−18.77%
2022-10-24 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||