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

Total Real Returns

SWLGX: Total Return Chart (with Dividends Reinvested)

×
Fri 2024-01-05 to Thu 2025-06-26 YTD
Return
TR
Price
SWLGX
×
+4.75%
2025-06-26
3.286 TR
2025-06-26
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Fri 2024-01-05 to Thu 2025-06-26 Overall
Return
Exponential
Trendline
SWLGX
×
+43.50%
+27.79%/yr
+17.66%/yr
(R2=0.617)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Fri 2024-01-05 to Thu 2025-06-26 Start
Value
End
Value
SWLGX
×
$10,000.00
2024-01-05
$14,349.91
2025-06-26
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWLGX
2025 (YTD) +4.75%
2024 +33.30%
2023 +42.67%
2022 −29.17%
2021 +26.04%
2020 +38.43%
2019 +36.30%
2018 −1.59%
2017 −0.48%

Drawdowns

Fri 2024-01-05 to Thu 2025-06-26 Current
Drawdown
Worst
Drawdown
SWLGX
×
0.00% −23.30%
2025-04-08
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund