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