All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SCHG,SWLGX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2017-12-20? to Fri 2025-12-12 YTD
Return
TRR
Price
SCHG
×
+13.08%
2025-12-12
7.811 TRR
2025-12-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
+13.39%
2025-12-12
2.813 TRR
2025-12-12
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
SCHG
×
+191.22%
+14.34%/yr
+12.90%/yr
(R2=0.811)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
+181.34%
+13.84%/yr
+12.44%/yr
(R2=0.814)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Fri 2025-12-12 Start
Value
End
Value
SCHG
×
$10,000.00
2017-12-20
$29,121.86
2025-12-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
$10,000.00
2017-12-20
$28,133.57
2025-12-12
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SCHG SWLGX
2025 (YTD) +13.08% +13.39%
2024 +31.17% +29.57%
2023 +45.29% +38.06%
2022 −35.97% −33.45%
2021 +19.66% +19.19%
2020 +37.33% +36.51%
2019 +32.93% +33.26%
2018 −3.23% −3.44%
2017 +25.45% −0.45%
2016 +4.66%
2015 +2.49%
2014 +14.94%
2013 +32.04%
2012 +14.89%
2011 −3.59%
2010 +15.12%
2009 +2.81%

Drawdowns

Wed 2017-12-20? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
SCHG
×
−3.79% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX
×
−4.86% −36.99%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund