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

Total Real Returns

SWPPX,SWLGX: Total Return Chart (with Dividends Reinvested)

Wed 2017-12-20? to Fri 2026-04-17 YTD
Return
TR
Price
SWPPX
×
+4.45%
2026-04-17
15.09 TR
2026-04-17
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
+0.80%
2026-04-17
3.794 TR
2026-04-17
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Fri 2026-04-17 Overall
Return
Exponential
Trendline
SWPPX
×
+203.65%
+14.28%/yr
+14.13%/yr
(R2=0.933)
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
+279.40%
+17.38%/yr
+17.08%/yr
(R2=0.914)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Fri 2026-04-17 Start
Value
End
Value
SWPPX
×
$10,000.00
2017-12-20
$30,365.31
2026-04-17
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
$10,000.00
2017-12-20
$37,940.44
2026-04-17
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWPPX SWLGX
2026 (YTD) +4.45% +0.80%
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%

Drawdowns

Wed 2017-12-20? to Fri 2026-04-17 Current
Drawdown
Worst
Drawdown
SWPPX
×
0.00% −33.80%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
−2.79% −32.69%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund