All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| 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 | ||||||
| SWTSX × |
−6.16%
2025-04-28 |
6.432 TR
2025-04-28 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
+11.99%
2025-04-28 |
3.833 TR
2025-04-28 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+2.61%
2025-04-28 |
1.119 TR
2025-04-28 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| 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 | ||||||
| SWTSX × |
+118.85%
+11.24%/yr |
+12.46%/yr
(R2=0.874) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
+50.46%
+5.71%/yr |
+5.66%/yr
(R2=0.647) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
+9.91%
+1.29%/yr |
+0.20%/yr
(R2=0.005) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| 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 | ||||||
| SWTSX × |
$10,000.00
2017-12-20 |
$21,885.41
2025-04-28 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × |
$10,000.00
2017-12-20 |
$15,045.73
2025-04-28 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × |
$10,000.00
2017-12-20 |
$10,991.18
2025-04-28 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWLGX | SWTSX | SWISX | SWAGX |
|---|---|---|---|---|
| 2025 (YTD) | −9.03% | −6.16% | +11.99% | +2.61% |
| 2024 | +33.30% | +23.84% | +3.54% | +1.38% |
| 2023 | +42.67% | +26.05% | +18.13% | +5.46% |
| 2022 | −29.17% | −19.54% | −14.30% | −13.06% |
| 2021 | +26.04% | +25.28% | +11.25% | −1.81% |
| 2020 | +38.43% | +20.71% | +8.13% | +7.27% |
| 2019 | +36.30% | +30.57% | +21.87% | +8.63% |
| 2018 | −1.59% | −5.85% | −13.38% | −0.11% |
| 2017 | −0.48% | +20.81% | +25.32% | +2.62% |
| 2016 | — | +12.06% | +1.07% | — |
| 2015 | — | −0.43% | −0.86% | — |
| 2014 | — | +11.71% | −5.71% | — |
| 2013 | — | +32.75% | +21.62% | — |
| 2012 | — | +16.29% | +18.92% | — |
| 2011 | — | +1.28% | −11.81% | — |
| 2010 | — | +17.24% | +6.62% | — |
| 2009 | — | +28.30% | +29.20% | — |
| 2008 | — | −36.56% | −41.82% | — |
| 2007 | — | +5.12% | +13.27% | — |
| 2006 | — | +15.53% | +25.01% | — |
| 2005 | — | +6.22% | +20.64% | — |
| 2004 | — | +12.48% | +18.33% | — |
| 2003 | — | +30.98% | +36.52% | — |
| 2002 | — | −20.43% | −15.63% | — |
| 2001 | — | −11.09% | −22.72% | — |
| 2000 | — | −10.51% | −17.53% | — |
| 1999 | — | +8.59% | +33.81% | — |
| 1998 | — | — | +15.96% | — |
| 1997 | — | — | −7.77% | — |
| 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 | ||||||
| SWTSX × | −10.33% |
−35.01%
2020-03-23 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWISX × | −0.16% |
−33.83%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × | −6.84% |
−18.84%
2022-10-24 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||