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

Total Real Returns

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

Wed 2017-12-20? to Thu 2025-05-15 YTD
Return
TR
Price
SWLGX
×
−0.36%
2025-05-15
3.126 TR
2025-05-15
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWTSX
×
+0.66%
2025-05-15
6.899 TR
2025-05-15
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWAGX
×
+1.80%
2025-05-15
1.1 TR
2025-05-15
Schwab US Aggregate Bond Index Fund Mutual Fund

Returns

SWLGX,SWTSX,SWAGX - Total Return Chart
Date
--
SWLGX
--
SWLGX (Trendline)
--
SWTSX
--
SWTSX (Trendline)
--
SWAGX
--
SWAGX (Trendline)
--
Wed 2017-12-20? to Thu 2025-05-15 Overall
Return
Exponential
Trendline
SWLGX
×
+212.60%
+16.65%/yr
+16.09%/yr
(R2=0.873)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWTSX
×
+134.74%
+12.22%/yr
+12.46%/yr
(R2=0.876)
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWAGX
×
+9.05%
+1.18%/yr
+0.21%/yr
(R2=0.006)
Schwab US Aggregate Bond Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Thu 2025-05-15 Start
Value
End
Value
SWLGX
×
$10,000.00
2017-12-20
$31,259.74
2025-05-15
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWTSX
×
$10,000.00
2017-12-20
$23,474.03
2025-05-15
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWAGX
×
$10,000.00
2017-12-20
$10,904.51
2025-05-15
Schwab US Aggregate Bond Index Fund Mutual Fund

Annual Returns

Year SWLGX SWTSX SWAGX
2025 (YTD) −0.36% +0.66% +1.80%
2024 +33.30% +23.84% +1.38%
2023 +42.67% +26.05% +5.46%
2022 −29.17% −19.54% −13.06%
2021 +26.04% +25.28% −1.81%
2020 +38.43% +20.71% +7.27%
2019 +36.30% +30.57% +8.64%
2018 −1.59% −5.85% −0.11%
2017 −0.48% +20.81% +1.66%
2016 +12.06%
2015 −0.43%
2014 +11.71%
2013 +32.75%
2012 +16.29%
2011 +1.28%
2010 +17.24%
2009 +28.30%
2008 −36.56%
2007 +5.12%
2006 +15.53%
2005 +6.22%
2004 +12.48%
2003 +30.98%
2002 −20.43%
2001 −11.09%
2000 −10.51%
1999 +8.59%

Drawdowns

SWLGX,SWTSX,SWAGX - Total Return Drawdowns Chart
Date
--
SWLGX
--
SWTSX
--
SWAGX
--
Wed 2017-12-20? to Thu 2025-05-15 Current
Drawdown
Worst
Drawdown
SWLGX
×
−4.39% −33.28%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWTSX
×
−3.82% −35.01%
2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund
SWAGX
×
−7.58% −18.84%
2022-10-24
Schwab US Aggregate Bond Index Fund Mutual Fund