SWLGX,SWPPX,VMACX,DSCGX: Total Return Chart (with Dividends Reinvested)

Wed 2017-12-20? to Wed 2025-06-11	YTD Return	TR Price
SWLGX ×	+2.10% 2025-06-11	3.203 TR 2025-06-11
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	+3.00% 2025-06-11	10.97 TR 2025-06-11
Schwab S&P 500 Index Fund Mutual Fund
VMACX ×	+1.01% 2025-06-11	7.14 TR 2025-06-11
Virtus Kar Mid-Cap Core Fund Class A Mutual Fund
DSCGX ×	−1.32% 2025-06-11	3.123 TR 2025-06-11
DFA - U.S. Small Cap Growth Port Mutual Fund

---

Returns

Wed 2017-12-20? to Wed 2025-06-11	Overall Return	Exponential Trendline
SWLGX ×	+220.33% +16.85%/yr	+16.13%/yr (R2=0.877)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	+154.06% +13.29%/yr	+13.50%/yr (R2=0.909)
Schwab S&P 500 Index Fund Mutual Fund
VMACX ×	+104.76% +10.06%/yr	+10.88%/yr (R2=0.829)
Virtus Kar Mid-Cap Core Fund Class A Mutual Fund
DSCGX ×	+59.71% +6.46%/yr	+7.53%/yr (R2=0.630)
DFA - U.S. Small Cap Growth Port Mutual Fund

---

Growth of $10,000

Wed 2017-12-20? to Wed 2025-06-11	Start Value	End Value
SWLGX ×	$10,000.00 2017-12-20	$32,033.31 2025-06-11
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	$10,000.00 2017-12-20	$25,405.62 2025-06-11
Schwab S&P 500 Index Fund Mutual Fund
VMACX ×	$10,000.00 2017-12-20	$20,476.24 2025-06-11
Virtus Kar Mid-Cap Core Fund Class A Mutual Fund
DSCGX ×	$10,000.00 2017-12-20	$15,971.42 2025-06-11
DFA - U.S. Small Cap Growth Port Mutual Fund

---

Annual Returns

Year	SWLGX	SWPPX	VMACX	DSCGX
2025 (YTD)	+2.10%	+3.00%	+1.01%	−1.32%
2024	+33.30%	+24.97%	+4.92%	+13.85%
2023	+42.67%	+26.26%	+22.34%	+21.25%
2022	−29.17%	−18.14%	−19.95%	−20.28%
2021	+26.04%	+28.67%	+24.97%	+17.23%
2020	+38.43%	+18.38%	+25.76%	+19.35%
2019	+36.30%	+31.45%	+30.98%	+25.49%
2018	−1.59%	−4.47%	−4.41%	−16.01%
2017	−0.48%	+21.81%	+24.63%	+15.07%
2016	—	+11.82%	+10.98%	+16.53%
2015	—	+1.31%	+2.19%	−2.29%
2014	—	+13.55%	+16.25%	+3.71%
2013	—	+32.26%	+26.39%	+42.67%
2012	—	+15.89%	+15.10%	+0.60%
2011	—	+2.02%	+3.45%	—
2010	—	+14.98%	+18.43%	—
2009	—	+26.26%	+19.38%	—
2008	—	−36.70%	—	—
2007	—	+5.45%	—	—
2006	—	+15.68%	—	—
2005	—	+4.78%	—	—
2004	—	+10.70%	—	—
2003	—	+28.47%	—	—
2002	—	−22.18%	—	—
2001	—	−12.04%	—	—
2000	—	−9.19%	—	—
1999	—	+20.80%	—	—
1998	—	+28.26%	—	—
1997	—	+9.33%	—	—

---

Drawdowns

Wed 2017-12-20? to Wed 2025-06-11	Current Drawdown	Worst Drawdown
SWLGX ×	−2.03%	−33.28% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	−1.56%	−33.80% 2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
VMACX ×	−6.29%	−33.91% 2020-03-23
Virtus Kar Mid-Cap Core Fund Class A Mutual Fund
DSCGX ×	−9.48%	−43.10% 2020-03-18
DFA - U.S. Small Cap Growth Port Mutual Fund