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 Thu 2025-07-24 YTD
Return
TR
Price
SWPPX
×
+8.97%
2025-07-24
11.6 TR
2025-07-24
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
+9.36%
2025-07-24
3.431 TR
2025-07-24
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Thu 2025-07-24 Overall
Return
Exponential
Trendline
SWPPX
×
+168.78%
+13.91%/yr
+13.58%/yr
(R2=0.913)
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
+243.09%
+17.63%/yr
+16.23%/yr
(R2=0.882)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Thu 2025-07-24 Start
Value
End
Value
SWPPX
×
$10,000.00
2017-12-20
$26,878.37
2025-07-24
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
$10,000.00
2017-12-20
$34,309.14
2025-07-24
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWPPX SWLGX
2025 (YTD) +8.97% +9.36%
2024 +24.97% +33.30%
2023 +26.26% +42.67%
2022 −18.14% −29.17%
2021 +28.67% +26.04%
2020 +18.38% +38.43%
2019 +31.45% +36.30%
2018 −4.47% −1.59%
2017 +21.81% −0.48%
2016 +11.82%
2015 +1.31%
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 +20.80%
1998 +28.26%
1997 +9.33%

Drawdowns

Wed 2017-12-20? to Thu 2025-07-24 Current
Drawdown
Worst
Drawdown
SWPPX
×
0.00% −33.80%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
0.00% −33.28%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund