All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2017-12-20? to Wed 2025-04-30 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWPPX × |
−4.93%
2025-04-30 |
10.01 TR
2025-04-30 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWLGX × |
−8.36%
2025-04-30 |
2.875 TR
2025-04-30 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Wed 2025-04-30 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWPPX × |
+133.39%
+12.21%/yr |
+13.43%/yr
(R2=0.904) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWLGX × |
+187.52%
+15.43%/yr |
+16.10%/yr
(R2=0.871) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Wed 2025-04-30 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWPPX × |
$10,000.00
2017-12-20 |
$23,339.49
2025-04-30 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWLGX × |
$10,000.00
2017-12-20 |
$28,751.56
2025-04-30 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
Year | SWPPX | SWLGX |
---|---|---|
2025 (YTD) | −4.93% | −8.36% |
2024 | +24.96% | +33.30% |
2023 | +26.26% | +42.67% |
2022 | −18.14% | −29.17% |
2021 | +28.67% | +26.04% |
2020 | +18.38% | +38.43% |
2019 | +31.46% | +36.30% |
2018 | −4.92% | −1.59% |
2017 | +21.76% | −0.48% |
2016 | +11.21% | — |
2015 | +0.26% | — |
2014 | +13.55% | — |
2013 | +32.26% | — |
2012 | +15.89% | — |
2011 | +2.02% | — |
2010 | +14.98% | — |
2009 | +26.26% | — |
2008 | −36.70% | — |
2007 | +5.45% | — |
2006 | +15.68% | — |
2005 | +4.78% | — |
2004 | +10.70% | — |
2003 | +28.47% | — |
2002 | −22.18% | — |
2001 | −12.04% | — |
2000 | −9.19% | — |
1999 | +21.97% | — |
1998 | +28.26% | — |
1997 | +9.33% | — |
Wed 2017-12-20? to Wed 2025-04-30 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWPPX × | −9.14% |
−33.80%
2020-03-23 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWLGX × | −12.06% |
−33.28%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||