All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2017-12-20? to Wed 2025-05-21 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
−1.78%
2025-05-21 |
3.082 TR
2025-05-21 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWTSX × |
−0.66%
2025-05-21 |
6.809 TR
2025-05-21 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+0.99%
2025-05-21 |
1.101 TR
2025-05-21 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Date | -- |
|---|---|
SWLGX | -- |
SWLGX (Trendline) | -- |
SWTSX | -- |
SWTSX (Trendline) | -- |
SWAGX | -- |
SWAGX (Trendline) | -- |
| Wed 2017-12-20? to Wed 2025-05-21 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+208.16%
+16.39%/yr |
+16.10%/yr
(R2=0.874) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWTSX × |
+131.68%
+11.99%/yr |
+12.46%/yr
(R2=0.877) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+8.18%
+1.07%/yr |
+0.21%/yr
(R2=0.006) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Wed 2025-05-21 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$30,816.19
2025-05-21 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWTSX × |
$10,000.00
2017-12-20 |
$23,168.08
2025-05-21 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
$10,000.00
2017-12-20 |
$10,817.96
2025-05-21 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWLGX | SWTSX | SWAGX |
|---|---|---|---|
| 2025 (YTD) | −1.78% | −0.66% | +0.99% |
| 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% | +2.62% |
| 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% | — |
Date | -- |
|---|---|
SWLGX | -- |
SWTSX | -- |
SWAGX | -- |
| Wed 2017-12-20? to Wed 2025-05-21 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × | −5.75% |
−33.28%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWTSX × | −5.07% |
−35.01%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × | −8.31% |
−18.84%
2022-10-24 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||