All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2017-12-20? to Thu 2025-09-04 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+8.02%
2025-09-04 |
7.459 TRR
2025-09-04 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+9.65%
2025-09-04 |
4.385 TRR
2025-09-04 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+8.68%
2025-09-04 |
8298.71 TRR
2025-09-04 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Thu 2025-09-04 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+178.00%
+14.19%/yr |
+12.55%/yr
(R2=0.790) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+338.47%
+21.14%/yr |
+20.51%/yr
(R2=0.924) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+1,717.00%
+45.68%/yr |
+55.68%/yr
(R2=0.876) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Thu 2025-09-04 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2017-12-20 |
$27,799.82
2025-09-04 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
$10,000.00
2017-12-20 |
$43,846.76
2025-09-04 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2017-12-20 |
$181,700.05
2025-09-04 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHG | SWLGX | SWPPX |
|---|---|---|---|
| 2025 (YTD) | +8.02% | +9.65% | +8.68% |
| 2024 | +31.16% | +34.27% | +29.21% |
| 2023 | +45.26% | +45.16% | +155.34% |
| 2022 | −35.96% | −29.11% | +77.27% |
| 2021 | +19.70% | +36.16% | +106.73% |
| 2020 | +37.22% | +43.36% | +14.73% |
| 2019 | +33.08% | +42.95% | +26.06% |
| 2018 | −3.25% | +4.22% | −4.26% |
| 2017 | +25.41% | −0.47% | +17.19% |
| 2016 | +4.65% | — | +6.86% |
| 2015 | +2.49% | — | −2.59% |
| 2014 | +14.93% | — | +10.64% |
| 2013 | +32.07% | — | +28.08% |
| 2012 | +14.89% | — | +11.47% |
| 2011 | −3.62% | — | −2.88% |
| 2010 | +15.13% | — | +11.19% |
| 2009 | +2.81% | — | +146.91% |
| 2008 | — | — | −38.67% |
| 2007 | — | — | −0.48% |
| 2006 | — | — | +172.82% |
| 2005 | — | — | −0.37% |
| 2004 | — | — | +5.46% |
| 2003 | — | — | +146.99% |
| 2002 | — | — | +78.44% |
| 2001 | — | — | +45.41% |
| 2000 | — | — | +34.20% |
| 1999 | — | — | +94.74% |
| 1998 | — | — | +90.66% |
| 1997 | — | — | +58.90% |
| Wed 2017-12-20? to Thu 2025-09-04 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −0.16% |
−38.95%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × | −0.18% |
−36.89%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | 0.00% |
−33.76%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||