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

Total Real Returns

SWLGX vs. SWPPX: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Wed 2017-12-20💬 to Mon 2026-10-19 Overall
Return 		Exponential
Trendline
SWLGX × 		+291.64%
+16.72%/yr 		+17.21%/yr
R2=0.927
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX × 		+229.51%
+14.46%/yr 		+14.55%/yr
R2=0.943
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-12-20💬 to Mon 2026-10-19 Start
Value 		End
Value
SWLGX × 		$10,000.00
2017-12-20 		$39,164.32
2026-10-19
SWPPX × 		$10,000.00
2017-12-20 		$32,951.00
2026-10-19

This Year’s Performance

through 2026-10-19

  YTD YoY
SWLGX × 		+4.05% +5.54%
SWPPX × 		+13.34% +16.72%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SWLGX × 		−5.10%
on 2026-10-19
from 2026-10-06 peak 		−32.69%
on 2022-10-14
from 2021-12-27 peak
SWPPX × 		−1.58%
on 2026-10-19
from 2026-10-06 peak 		−33.80%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Mon 2026-10-19 1 yr 2 yr 3 yr 5 yr 10 yr
SWLGX × 		+5.54% +29.47%
+13.78%/yr 		+86.13%
+23.01%/yr 		+75.45%
+11.90%/yr 		—
SWPPX × 		+16.72% +34.33%
+15.90%/yr 		+86.78%
+23.15%/yr 		+82.49%
+12.78%/yr 		+321.53%
+15.47%/yr

Annual Returns

Year SWLGX SWPPX
2026 (YTD) +4.05% +13.34%
2025 +18.55% +17.87%
2024 +33.30% +24.97%
2023 +42.67% +26.26%
2022 −29.17% −18.14%
2021 +27.55% +28.67%
2020 +38.43% +18.38%
2019 +36.30% +31.46%
2018 −1.59% −4.47%
2017 −0.48% +21.81%
2016 — +11.82%
2015 — +1.31%
2014 — +13.55%
2013 — +32.27%
2012 — +15.89%
2011 — +2.02%
2010 — +14.98%
2009 — +26.26%
2008 — −36.70%
2007 — +5.46%
2006 — +15.68%
2005 — +4.78%
2004 — +10.70%
2003 — +28.47%
2002 — −22.18%
2001 — −12.04%
2000 — −9.19%
1999 — +30.72%
1998 — +28.25%
1997 — +16.32%