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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

Year SWLGX SWTSX SWISX SWSSX SWAGX
2025 (YTD) +3.79% +3.70% +18.49% −3.53% +3.20%
2024 +33.30% +23.84% +3.54% +11.57% +1.38%
2023 +42.67% +26.05% +18.13% +17.07% +5.44%
2022 −29.17% −19.54% −14.30% −20.43% −13.08%
2021 +26.04% +25.28% +11.25% +6.46% −1.79%
2020 +38.43% +20.71% +8.13% +18.43% +7.38%
2019 +36.30% +30.57% +21.87% +20.00% +8.66%
2018 −1.59% −5.85% −13.38% −18.51% −0.12%
2017 −0.48% +20.81% +25.32% +10.37% +2.62%
2016 +12.06% +1.07% +18.17%
2015 −0.43% −0.86% −9.35%
2014 +11.71% −5.71% −1.00%
2013 +32.75% +21.62% +32.16%
2012 +16.29% +18.92% +13.66%
2011 +1.28% −11.81% −8.39%
2010 +17.24% +6.62% +27.01%
2009 +28.30% +29.20% +35.69%
2008 −36.56% −41.82% −34.97%
2007 +5.12% +13.27% −15.09%
2006 +15.53% +25.01% +3.43%
2005 +6.22% +20.64% +4.22%
2004 +12.48% +18.33% +16.58%
2003 +30.98% +36.52% +43.60%
2002 −20.43% −15.63% −22.37%
2001 −11.09% −22.72% −0.77%
2000 −10.51% −17.53% −8.88%
1999 +8.59% +33.81% +24.44%
1998 +15.96% −8.65%
1997 −7.77% +12.09%

Drawdowns

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