All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2017-12-20? to Fri 2025-10-03 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SWPPX × |
+15.32%
2025-10-03 |
17350 TR
2025-10-03 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWLGX × |
+17.55%
2025-10-03 |
6.018 TR
2025-10-03 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-10-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWPPX × |
+2,367.64%
+50.94%/yr |
+62.21%/yr
(R2=0.892) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWLGX × |
+501.84%
+25.92%/yr |
+25.49%/yr
(R2=0.957) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-10-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWPPX × |
$10,000.00
2017-12-20 |
$246,764.33
2025-10-03 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWLGX × |
$10,000.00
2017-12-20 |
$60,184.07
2025-10-03 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
Year | SWPPX | SWLGX |
---|---|---|
2025 (YTD) | +15.32% | +17.55% |
2024 | +32.91% | +38.21% |
2023 | +163.92% | +49.96% |
2022 | +88.71% | −24.50% |
2021 | +121.39% | +45.69% |
2020 | +16.26% | +45.31% |
2019 | +28.92% | +46.20% |
2018 | −2.44% | +6.21% |
2017 | +19.67% | −0.48% |
2016 | +9.07% | — |
2015 | −1.88% | — |
2014 | +11.47% | — |
2013 | +30.01% | — |
2012 | +13.40% | — |
2011 | +0.00% | — |
2010 | +12.86% | — |
2009 | +153.65% | — |
2008 | −38.62% | — |
2007 | +3.60% | — |
2006 | +179.69% | — |
2005 | +2.99% | — |
2004 | +8.90% | — |
2003 | +151.72% | — |
2002 | +82.68% | — |
2001 | +47.67% | — |
2000 | +38.71% | — |
1999 | +100.00% | — |
1998 | +93.75% | — |
1997 | +60.00% | — |
Wed 2017-12-20? to Fri 2025-10-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWPPX × | 0.00% |
−33.80%
2020-03-23 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SWLGX × | −0.57% |
−32.69%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||