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 Tue 2025-08-26 YTD
Return
TR
Price
SWPPX
×
+10.87%
2025-08-26
16680 TR
2025-08-26
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
+11.76%
2025-08-26
5.722 TR
2025-08-26
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Tue 2025-08-26 Overall
Return
Exponential
Trendline
SWPPX
×
+2,272.35%
+51.01%/yr
+61.95%/yr
(R2=0.888)
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
+472.20%
+25.49%/yr
+25.41%/yr
(R2=0.955)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Tue 2025-08-26 Start
Value
End
Value
SWPPX
×
$10,000.00
2017-12-20
$237,235.10
2025-08-26
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
$10,000.00
2017-12-20
$57,219.68
2025-08-26
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWPPX SWLGX
2025 (YTD) +10.87% +11.76%
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%

Drawdowns

Wed 2017-12-20? to Tue 2025-08-26 Current
Drawdown
Worst
Drawdown
SWPPX
×
0.00% −33.80%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SWLGX
×
−0.69% −32.69%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund