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 2025-05-01 YTD
Return
TR
Price
SWLGX
×
−7.24%
2025-05-01
2.91 TR
2025-05-01
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Fri 2024-01-05 to Thu 2025-05-01 Overall
Return
Exponential
Trendline
SWLGX
×
+27.08%
+19.91%/yr
+18.64%/yr
(R2=0.570)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Fri 2024-01-05 to Thu 2025-05-01 Start
Value
End
Value
SWLGX
×
$10,000.00
2024-01-05
$12,708.21
2025-05-01
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWLGX
2025 (YTD) −7.24%
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 2025-05-01 Current
Drawdown
Worst
Drawdown
SWLGX
×
−10.99% −23.30%
2025-04-08
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund