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

Total Real Returns

SWLGX,SWSSX: 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
SWSSX
×
−11.48%
2025-04-28
2.806 TR
2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund

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
SWSSX
×
+13.17%
+1.70%/yr
+3.07%/yr
(R2=0.188)
Schwab Small-Cap Index Fund Select Shares Mutual Fund

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
SWSSX
×
$10,000.00
2017-12-20
$11,316.93
2025-04-28
Schwab Small-Cap Index Fund Select Shares Mutual Fund

Annual Returns

Year SWLGX SWSSX
2025 (YTD) −9.03% −11.48%
2024 +33.30% +11.57%
2023 +42.67% +17.07%
2022 −29.17% −20.43%
2021 +26.04% +6.46%
2020 +38.43% +18.43%
2019 +36.30% +20.00%
2018 −1.59% −18.51%
2017 −0.48% +10.37%
2016 +18.17%
2015 −9.35%
2014 −1.00%
2013 +32.16%
2012 +13.66%
2011 −8.39%
2010 +27.01%
2009 +35.69%
2008 −34.97%
2007 −15.09%
2006 +3.43%
2005 +4.22%
2004 +16.58%
2003 +43.60%
2002 −22.37%
2001 −0.77%
2000 −8.88%
1999 +24.44%
1998 −8.65%
1997 +12.09%

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
SWSSX
×
−21.41% −48.99%
2020-03-18
Schwab Small-Cap Index Fund Select Shares Mutual Fund