All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2017-12-20? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+9.64%
2026-05-22 |
+29.44%
2026-05-22 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWLGX × |
+5.82%
2026-05-22 |
+27.36%
2026-05-22 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
+218.74%
+14.76%/yr |
+14.22%/yr
(R2=0.935) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWLGX × |
+298.30%
+17.84%/yr |
+17.13%/yr
(R2=0.917) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
$10,000.00
2017-12-20 |
$31,873.63
2026-05-22 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWLGX × |
$10,000.00
2017-12-20 |
$39,829.94
2026-05-22 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Year | SWPPX | SWLGX |
|---|---|---|
| 2026 (YTD) | +9.64% | +5.82% |
| 2025 | +17.87% | +18.55% |
| 2024 | +24.97% | +33.30% |
| 2023 | +26.26% | +42.67% |
| 2022 | −18.14% | −29.17% |
| 2021 | +28.67% | +27.55% |
| 2020 | +18.38% | +38.43% |
| 2019 | +31.46% | +36.30% |
| 2018 | −4.47% | −1.59% |
| 2017 | +21.81% | −0.48% |
| 2016 | +11.82% | — |
| 2015 | +1.31% | — |
| 2014 | +13.55% | — |
| 2013 | +32.27% | — |
| 2012 | +15.89% | — |
| 2011 | +2.02% | — |
| 2010 | +14.98% | — |
| 2009 | +26.26% | — |
| 2008 | −36.70% | — |
| 2007 | +5.46% | — |
| 2006 | +15.68% | — |
| 2005 | +4.78% | — |
| 2004 | +10.70% | — |
| 2003 | +28.47% | — |
| 2002 | −22.18% | — |
| 2001 | −12.04% | — |
| 2000 | −9.19% | — |
| 1999 | +30.72% | — |
| 1998 | +28.25% | — |
| 1997 | +16.32% | — |
| Wed 2017-12-20? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWPPX × |
−0.31%
from 2026-05-14 peak |
−33.80%
2020-03-23 from 2020-02-19 peak |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWLGX × |
−0.70%
from 2026-05-14 peak |
−32.69%
2022-10-14 from 2021-12-27 peak |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWPPX × | +29.44% |
+44.35% +20.16%/yr |
+85.49% +22.86%/yr |
+92.99% +14.05%/yr |
+329.43% +15.68%/yr |
|
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWLGX × | +27.36% |
+46.90% +21.22%/yr |
+100.01% +25.99%/yr |
+106.08% +15.55%/yr |
— | |
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||