All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2017-12-20? to Tue 2025-06-24 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWLGX × |
+3.79%
2025-06-24 |
3.245 TR
2025-06-24 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWTSX × |
+3.70%
2025-06-24 |
7.035 TR
2025-06-24 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
+18.49%
2025-06-24 |
4.055 TR
2025-06-24 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
−3.53%
2025-06-24 |
3.053 TR
2025-06-24 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
+3.20%
2025-06-24 |
1.126 TR
2025-06-24 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Tue 2025-06-24 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWLGX × |
+224.50%
+16.97%/yr |
+16.14%/yr
(R2=0.878) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWTSX × |
+139.35%
+12.32%/yr |
+12.49%/yr
(R2=0.881) |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
+59.19%
+6.39%/yr |
+5.87%/yr
(R2=0.668) |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
+23.12%
+2.81%/yr |
+3.08%/yr
(R2=0.199) |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
+10.66%
+1.36%/yr |
+0.25%/yr
(R2=0.009) |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Tue 2025-06-24 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWLGX × |
$10,000.00
2017-12-20 |
$32,450.46
2025-06-24 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWTSX × |
$10,000.00
2017-12-20 |
$23,935.33
2025-06-24 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × |
$10,000.00
2017-12-20 |
$15,919.23
2025-06-24 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × |
$10,000.00
2017-12-20 |
$12,312.22
2025-06-24 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × |
$10,000.00
2017-12-20 |
$11,066.12
2025-06-24 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Tue 2025-06-24 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWLGX × | −0.75% |
−33.28%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWTSX × | −1.93% |
−35.01%
2020-03-23 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
SWISX × | −1.03% |
−33.83%
2020-03-23 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
SWSSX × | −14.50% |
−48.99%
2020-03-18 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
SWAGX × | −6.24% |
−18.77%
2022-10-24 |
||||
Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||