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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

Year SWLGX SWPPX SWTSX SWISX SWSSX SWAGX
2025 (YTD) −8.91% −5.68% −6.26% +11.10% −11.85% +2.37%
2024 +33.30% +24.96% +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% +31.46% +30.57% +21.87% +20.00% +8.66%
2018 −1.59% −4.92% −5.85% −13.38% −18.51% −0.11%
2017 −0.48% +21.76% +20.81% +25.32% +10.37% +2.62%
2016 +11.21% +12.06% +1.07% +18.17%
2015 +0.26% −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 +21.97% +8.59% +33.81% +24.44%
1998 +28.26% +15.96% −8.65%
1997 +9.33% −7.77% +12.09%

Drawdowns

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