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

Wed 2017-12-20? to Thu 2025-07-03	YTD Return	TR Price
SWLGX ×	+6.26% 2025-07-03	3.358 TR 2025-07-03
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	+6.65% 2025-07-03	11.45 TR 2025-07-03
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	+6.24% 2025-07-03	7.342 TR 2025-07-03
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX ×	+20.57% 2025-07-03	4.126 TR 2025-07-03
Schwab International Index Fund Select Shares Mutual Fund
SWSSX ×	+0.06% 2025-07-03	3.221 TR 2025-07-03
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	+3.09% 2025-07-03	1.125 TR 2025-07-03
Schwab US Aggregate Bond Index Fund Mutual Fund

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Returns

Wed 2017-12-20? to Thu 2025-07-03	Overall Return	Exponential Trendline
SWLGX ×	+235.83% +17.44%/yr	+16.17%/yr (R2=0.880)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	+165.12% +13.82%/yr	+13.53%/yr (R2=0.911)
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	+149.80% +12.92%/yr	+12.51%/yr (R2=0.882)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX ×	+61.99% +6.61%/yr	+5.91%/yr (R2=0.672)
Schwab International Index Fund Select Shares Mutual Fund
SWSSX ×	+29.92% +3.54%/yr	+3.10%/yr (R2=0.203)
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	+10.54% +1.34%/yr	+0.26%/yr (R2=0.010)
Schwab US Aggregate Bond Index Fund Mutual Fund

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Growth of $10,000

Wed 2017-12-20? to Thu 2025-07-03	Start Value	End Value
SWLGX ×	$10,000.00 2017-12-20	$33,583.09 2025-07-03
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	$10,000.00 2017-12-20	$26,512.23 2025-07-03
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	$10,000.00 2017-12-20	$24,980.29 2025-07-03
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX ×	$10,000.00 2017-12-20	$16,198.52 2025-07-03
Schwab International Index Fund Select Shares Mutual Fund
SWSSX ×	$10,000.00 2017-12-20	$12,992.45 2025-07-03
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	$10,000.00 2017-12-20	$11,053.70 2025-07-03
Schwab US Aggregate Bond Index Fund Mutual Fund

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Annual Returns

Year	SWLGX	SWPPX	SWTSX	SWISX	SWSSX	SWAGX
2025 (YTD)	+6.26%	+6.65%	+6.24%	+20.57%	+0.06%	+3.09%
2024	+33.30%	+24.97%	+23.84%	+3.54%	+11.57%	+1.38%
2023	+42.67%	+26.26%	+26.05%	+18.13%	+17.07%	+5.44%
2022	−29.17%	−18.14%	−19.54%	−14.30%	−20.43%	−13.08%
2021	+26.04%	+28.67%	+25.28%	+11.25%	+6.46%	−1.79%
2020	+38.43%	+18.38%	+20.71%	+8.13%	+18.43%	+7.38%
2019	+36.30%	+31.45%	+30.57%	+21.87%	+20.00%	+8.66%
2018	−1.59%	−4.47%	−5.85%	−13.38%	−18.51%	−0.12%
2017	−0.48%	+21.81%	+20.81%	+25.32%	+10.37%	+2.62%
2016	—	+11.82%	+12.06%	+1.07%	+18.17%	—
2015	—	+1.31%	−0.43%	−0.86%	−9.35%	—
2014	—	+13.55%	+11.71%	−5.71%	−1.00%	—
2013	—	+32.26%	+32.75%	+21.62%	+32.16%	—
2012	—	+15.89%	+16.29%	+18.92%	+13.66%	—
2011	—	+2.02%	+1.28%	−11.81%	−8.39%	—
2010	—	+14.98%	+17.24%	+6.62%	+27.01%	—
2009	—	+26.26%	+28.30%	+29.20%	+35.69%	—
2008	—	−36.70%	−36.56%	−41.82%	−34.97%	—
2007	—	+5.45%	+5.12%	+13.27%	−15.09%	—
2006	—	+15.68%	+15.53%	+25.01%	+3.43%	—
2005	—	+4.78%	+6.22%	+20.64%	+4.22%	—
2004	—	+10.70%	+12.48%	+18.33%	+16.58%	—
2003	—	+28.47%	+30.98%	+36.52%	+43.60%	—
2002	—	−22.18%	−20.43%	−15.63%	−22.37%	—
2001	—	−12.04%	−11.09%	−22.72%	−0.77%	—
2000	—	−9.19%	−10.51%	−17.53%	−8.88%	—
1999	—	+20.80%	+8.59%	+33.81%	+24.44%	—
1998	—	+28.26%	—	+15.96%	−8.65%	—
1997	—	+9.33%	—	−7.77%	+12.09%	—

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Drawdowns

Wed 2017-12-20? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
SWLGX ×	0.00%	−33.28% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	0.00%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	0.00%	−35.01% 2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWISX ×	−0.11%	−33.83% 2020-03-23
Schwab International Index Fund Select Shares Mutual Fund
SWSSX ×	−9.78%	−48.99% 2020-03-18
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	−6.35%	−18.77% 2022-10-24
Schwab US Aggregate Bond Index Fund Mutual Fund