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