All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2017-12-20? to Wed 2025-05-07 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
−8.88%
2025-05-07 |
6.295 TRR
2025-05-07 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
−8.48%
2025-05-07 |
2.243 TRR
2025-05-07 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
−5.34%
2025-05-07 |
5.058 TRR
2025-05-07 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Wed 2025-05-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+134.70%
+12.26%/yr |
+12.27%/yr
(R2=0.763) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+124.33%
+11.57%/yr |
+11.52%/yr
(R2=0.752) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+81.57%
+8.42%/yr |
+8.96%/yr
(R2=0.790) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Wed 2025-05-07 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2017-12-20 |
$23,469.95
2025-05-07 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
$10,000.00
2017-12-20 |
$22,432.98
2025-05-07 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2017-12-20 |
$18,156.90
2025-05-07 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHG | SWLGX | SWPPX |
|---|---|---|---|
| 2025 (YTD) | −8.88% | −8.48% | −5.34% |
| 2024 | +31.17% | +29.56% | +21.48% |
| 2023 | +45.28% | +38.06% | +22.16% |
| 2022 | −35.95% | −33.47% | −23.11% |
| 2021 | +19.68% | +17.75% | +20.21% |
| 2020 | +37.30% | +36.58% | +16.81% |
| 2019 | +32.89% | +33.26% | +28.52% |
| 2018 | −3.19% | −3.45% | −6.70% |
| 2017 | +25.43% | −0.45% | +19.24% |
| 2016 | +4.66% | — | +8.95% |
| 2015 | +2.49% | — | −0.49% |
| 2014 | +14.93% | — | +12.70% |
| 2013 | +32.07% | — | +30.31% |
| 2012 | +14.88% | — | +13.91% |
| 2011 | −3.59% | — | −0.90% |
| 2010 | +15.11% | — | +13.28% |
| 2009 | +2.83% | — | +22.95% |
| 2008 | — | — | −36.77% |
| 2007 | — | — | +1.32% |
| 2006 | — | — | +12.84% |
| 2005 | — | — | +1.28% |
| 2004 | — | — | +7.22% |
| 2003 | — | — | +26.13% |
| 2002 | — | — | −24.00% |
| 2001 | — | — | −13.37% |
| 2000 | — | — | −12.17% |
| 1999 | — | — | +18.75% |
| 1998 | — | — | +26.25% |
| 1997 | — | — | +8.57% |
| Wed 2017-12-20? to Wed 2025-05-07 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −12.73% |
−38.94%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × | −12.20% |
−37.75%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | −8.66% |
−33.75%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||