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

Wed 2017-12-20💬 to Fri 2026-06-12	YTD Return	1 Year Return
SCHG ×	−0.94% 2026-06-12	+13.87% 2026-06-12
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWLGX ×	−0.51% 2026-06-12	+14.27% 2026-06-12
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	+5.38% 2026-06-12	+19.34% 2026-06-12
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Wed 2017-12-20💬 to Fri 2026-06-12	Overall Return	Exponential Trendline
SCHG ×	+191.89% +13.47%/yr	+13.11%/yr (R2=0.840)
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWLGX ×	+184.94% +13.15%/yr	+12.67%/yr (R2=0.842)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	+133.11% +10.50%/yr	+9.89%/yr (R2=0.861)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Wed 2017-12-20💬 to Fri 2026-06-12	Start Value	End Value
SCHG ×	$10,000.00 2017-12-20	$29,189.45 2026-06-12
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWLGX ×	$10,000.00 2017-12-20	$28,494.03 2026-06-12
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	$10,000.00 2017-12-20	$23,311.20 2026-06-12
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHG	SWLGX	SWPPX
2026 (YTD)	−0.94%	−0.51%	+5.38%
2025	+14.44%	+15.46%	+14.80%
2024	+31.18%	+29.56%	+21.46%
2023	+45.24%	+38.05%	+22.17%
2022	−35.94%	−33.47%	−23.11%
2021	+19.69%	+19.17%	+20.21%
2020	+37.27%	+36.57%	+16.79%
2019	+32.98%	+33.25%	+28.52%
2018	−3.20%	−3.43%	−6.26%
2017	+25.40%	−0.46%	+19.28%
2016	+4.65%	—	+9.55%
2015	+2.49%	—	+0.57%
2014	+14.93%	—	+12.70%
2013	+32.06%	—	+30.31%
2012	+14.89%	—	+13.92%
2011	−3.60%	—	−0.92%
2010	+15.12%	—	+13.28%
2009	+2.82%	—	+22.92%
2008	—	—	−36.76%
2007	—	—	+1.31%
2006	—	—	+12.83%
2005	—	—	+1.31%
2004	—	—	+7.21%
2003	—	—	+26.10%
2002	—	—	−23.99%
2001	—	—	−13.38%
2000	—	—	−12.17%
1999	—	—	+27.30%
1998	—	—	+26.22%
1997	—	—	+15.48%

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Drawdowns

Wed 2017-12-20💬 to Fri 2026-06-12	Current Drawdown	Worst Drawdown
SCHG ×	−5.44% from 2026-06-01 peak	−38.93% 2023-01-05 from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWLGX ×	−5.61% from 2026-06-01 peak	−37.00% 2022-10-14 from 2021-11-19 peak
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	−2.40% from 2026-06-02 peak	−33.75% 2020-03-23 from 2020-02-19 peak
Schwab S&P 500 Index Fund Mutual Fund

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Rolling Returns

Period ending Fri 2026-06-12	1 Year	2 Years	3 Years	5 Years	10 Years
SCHG ×	+13.87%	+26.58% +12.51%/yr	+68.72% +19.05%/yr	+57.22% +9.47%/yr	+287.83% +14.52%/yr
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SWLGX ×	+14.27%	+27.83% +13.06%/yr	+68.09% +18.90%/yr	+55.52% +9.23%/yr	—
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWPPX ×	+19.34%	+31.56% +14.70%/yr	+61.75% +17.39%/yr	+51.16% +8.61%/yr	+199.67% +11.60%/yr
Schwab S&P 500 Index Fund Mutual Fund