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

Wed 2017-12-20? to Mon 2025-04-28	YTD Return	TR Price
SWLGX ×	−9.03% 2025-04-28	2.854 TR 2025-04-28
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	−5.63% 2025-04-28	9.935 TR 2025-04-28
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	−6.16% 2025-04-28	6.432 TR 2025-04-28
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWSSX ×	−11.48% 2025-04-28	2.806 TR 2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	+2.61% 2025-04-28	1.119 TR 2025-04-28
Schwab US Aggregate Bond Index Fund Mutual Fund

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Returns

Wed 2017-12-20? to Mon 2025-04-28	Overall Return	Exponential Trendline
SWLGX ×	+185.40% +15.33%/yr	+16.10%/yr (R2=0.871)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	+131.68% +12.10%/yr	+13.44%/yr (R2=0.904)
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	+118.85% +11.24%/yr	+12.46%/yr (R2=0.874)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWSSX ×	+13.17% +1.70%/yr	+3.07%/yr (R2=0.188)
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	+9.91% +1.29%/yr	+0.20%/yr (R2=0.005)
Schwab US Aggregate Bond Index Fund Mutual Fund

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Growth of $10,000

Wed 2017-12-20? to Mon 2025-04-28	Start Value	End Value
SWLGX ×	$10,000.00 2017-12-20	$28,540.35 2025-04-28
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	$10,000.00 2017-12-20	$23,168.15 2025-04-28
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	$10,000.00 2017-12-20	$21,885.41 2025-04-28
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWSSX ×	$10,000.00 2017-12-20	$11,316.93 2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	$10,000.00 2017-12-20	$10,991.18 2025-04-28
Schwab US Aggregate Bond Index Fund Mutual Fund

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Annual Returns

Year	SWLGX	SWPPX	SWTSX	SWSSX	SWAGX
2025 (YTD)	−9.03%	−5.63%	−6.16%	−11.48%	+2.61%
2024	+33.30%	+24.96%	+23.84%	+11.57%	+1.38%
2023	+42.67%	+26.26%	+26.05%	+17.07%	+5.46%
2022	−29.17%	−18.14%	−19.54%	−20.43%	−13.06%
2021	+26.04%	+28.67%	+25.28%	+6.46%	−1.81%
2020	+38.43%	+18.38%	+20.71%	+18.43%	+7.27%
2019	+36.30%	+31.46%	+30.57%	+20.00%	+8.63%
2018	−1.59%	−4.92%	−5.85%	−18.51%	−0.11%
2017	−0.48%	+21.76%	+20.81%	+10.37%	+2.62%
2016	—	+11.21%	+12.06%	+18.17%	—
2015	—	+0.26%	−0.43%	−9.35%	—
2014	—	+13.55%	+11.71%	−1.00%	—
2013	—	+32.26%	+32.75%	+32.16%	—
2012	—	+15.89%	+16.29%	+13.66%	—
2011	—	+2.02%	+1.28%	−8.39%	—
2010	—	+14.98%	+17.24%	+27.01%	—
2009	—	+26.26%	+28.30%	+35.69%	—
2008	—	−36.70%	−36.56%	−34.97%	—
2007	—	+5.45%	+5.12%	−15.09%	—
2006	—	+15.68%	+15.53%	+3.43%	—
2005	—	+4.78%	+6.22%	+4.22%	—
2004	—	+10.70%	+12.48%	+16.58%	—
2003	—	+28.47%	+30.98%	+43.60%	—
2002	—	−22.18%	−20.43%	−22.37%	—
2001	—	−12.04%	−11.09%	−0.77%	—
2000	—	−9.19%	−10.51%	−8.88%	—
1999	—	+21.97%	+8.59%	+24.44%	—
1998	—	+28.26%	—	−8.65%	—
1997	—	+9.33%	—	+12.09%	—

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Drawdowns

Wed 2017-12-20? to Mon 2025-04-28	Current Drawdown	Worst Drawdown
SWLGX ×	−12.71%	−33.28% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	−9.80%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWTSX ×	−10.33%	−35.01% 2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWSSX ×	−21.41%	−48.99% 2020-03-18
Schwab Small-Cap Index Fund Select Shares Mutual Fund
SWAGX ×	−6.84%	−18.84% 2022-10-24
Schwab US Aggregate Bond Index Fund Mutual Fund