All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2017-12-20? to Thu 2025-07-03 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+7.04%
2025-07-03 |
3.358 TR
2025-07-03 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+7.49%
2025-07-03 |
11.45 TR
2025-07-03 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| VMACX × |
+4.50%
2025-07-03 |
7.386 TR
2025-07-03 |
||||
| Virtus Kar Mid-Cap Core Fund Class A Mutual Fund | ||||||
| DSCGX × |
+2.93%
2025-07-03 |
3.896 TR
2025-07-03 |
||||
| DFA - U.S. Small Cap Growth Port Mutual Fund | ||||||
| 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 | ||||||
| VMACX × |
+111.84%
+10.48%/yr |
+10.83%/yr
(R2=0.831) |
||||
| Virtus Kar Mid-Cap Core Fund Class A Mutual Fund | ||||||
| DSCGX × |
+93.88%
+9.18%/yr |
+10.22%/yr
(R2=0.785) |
||||
| DFA - U.S. Small Cap Growth Port Mutual Fund | ||||||
| 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 | ||||||
| VMACX × |
$10,000.00
2017-12-20 |
$21,184.26
2025-07-03 |
||||
| Virtus Kar Mid-Cap Core Fund Class A Mutual Fund | ||||||
| DSCGX × |
$10,000.00
2017-12-20 |
$19,388.32
2025-07-03 |
||||
| DFA - U.S. Small Cap Growth Port Mutual Fund | ||||||
| Year | SWLGX | SWPPX | VMACX | DSCGX |
|---|---|---|---|---|
| 2025 (YTD) | +7.04% | +7.49% | +4.50% | +2.93% |
| 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% | −17.79% |
| 2021 | +26.04% | +28.67% | +24.97% | +26.06% |
| 2020 | +38.43% | +18.38% | +25.76% | +19.35% |
| 2019 | +36.30% | +31.45% | +30.98% | +26.17% |
| 2018 | −1.59% | −4.47% | −4.41% | −12.33% |
| 2017 | −0.48% | +21.81% | +24.63% | +16.23% |
| 2016 | — | +11.82% | +10.98% | +17.13% |
| 2015 | — | +1.31% | +2.19% | −1.59% |
| 2014 | — | +13.55% | +16.25% | +4.23% |
| 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% | — | — |
| 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 | ||||||
| VMACX × | −3.05% |
−33.91%
2020-03-23 |
||||
| Virtus Kar Mid-Cap Core Fund Class A Mutual Fund | ||||||
| DSCGX × | −5.58% |
−41.44%
2020-03-18 |
||||
| DFA - U.S. Small Cap Growth Port Mutual Fund | ||||||