All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2017-12-20? to Fri 2025-07-18 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+4.74%
2025-07-18 |
7.217 TRR
2025-07-18 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+6.26%
2025-07-18 |
2.6 TRR
2025-07-18 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+5.36%
2025-07-18 |
5.695 TRR
2025-07-18 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Fri 2025-07-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+168.99%
+13.95%/yr |
+12.40%/yr
(R2=0.779) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+159.96%
+13.44%/yr |
+11.65%/yr
(R2=0.769) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+103.02%
+9.80%/yr |
+9.11%/yr
(R2=0.806) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Fri 2025-07-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2017-12-20 |
$26,898.73
2025-07-18 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
$10,000.00
2017-12-20 |
$25,995.57
2025-07-18 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2017-12-20 |
$20,302.46
2025-07-18 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHG | SWLGX | SWPPX |
|---|---|---|---|
| 2025 (YTD) | +4.74% | +6.26% | +5.36% |
| 2024 | +31.20% | +29.56% | +21.47% |
| 2023 | +45.25% | +38.04% | +22.17% |
| 2022 | −35.96% | −33.47% | −23.11% |
| 2021 | +19.70% | +17.75% | +20.21% |
| 2020 | +37.25% | +36.58% | +16.79% |
| 2019 | +32.96% | +33.25% | +28.53% |
| 2018 | −3.17% | −3.44% | −6.27% |
| 2017 | +25.38% | −0.44% | +19.29% |
| 2016 | +4.65% | — | +9.56% |
| 2015 | +2.50% | — | +0.58% |
| 2014 | +14.92% | — | +12.72% |
| 2013 | +32.07% | — | +30.28% |
| 2012 | +14.88% | — | +13.92% |
| 2011 | −3.61% | — | −0.91% |
| 2010 | +15.13% | — | +13.31% |
| 2009 | +2.81% | — | +22.88% |
| 2008 | — | — | −36.75% |
| 2007 | — | — | +1.30% |
| 2006 | — | — | +12.83% |
| 2005 | — | — | +1.35% |
| 2004 | — | — | +7.16% |
| 2003 | — | — | +26.10% |
| 2002 | — | — | −23.99% |
| 2001 | — | — | −13.35% |
| 2000 | — | — | −12.19% |
| 1999 | — | — | +17.68% |
| 1998 | — | — | +26.19% |
| 1997 | — | — | +8.60% |
| Wed 2017-12-20? to Fri 2025-07-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | 0.00% |
−38.93%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × | 0.00% |
−37.75%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | −0.01% |
−33.74%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||