All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2017-12-20? to Thu 2025-06-26 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+1.69%
2025-06-26 |
7.024 TRR
2025-06-26 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+2.67%
2025-06-26 |
2.517 TRR
2025-06-26 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+3.00%
2025-06-26 |
5.567 TRR
2025-06-26 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Thu 2025-06-26 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+161.89%
+13.67%/yr |
+12.34%/yr
(R2=0.774) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+151.66%
+13.07%/yr |
+11.59%/yr
(R2=0.764) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+98.49%
+9.55%/yr |
+9.06%/yr
(R2=0.802) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Thu 2025-06-26 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2017-12-20 |
$26,188.75
2025-06-26 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
$10,000.00
2017-12-20 |
$25,165.79
2025-06-26 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2017-12-20 |
$19,849.34
2025-06-26 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | SCHG | SWLGX | SWPPX |
|---|---|---|---|
| 2025 (YTD) | +1.69% | +2.67% | +3.00% |
| 2024 | +31.21% | +29.56% | +21.47% |
| 2023 | +45.27% | +38.05% | +22.17% |
| 2022 | −35.96% | −33.47% | −23.12% |
| 2021 | +19.66% | +17.74% | +20.23% |
| 2020 | +37.31% | +36.57% | +16.79% |
| 2019 | +32.99% | +33.25% | +28.53% |
| 2018 | −3.18% | −3.43% | −6.27% |
| 2017 | +25.34% | −0.44% | +19.27% |
| 2016 | +4.66% | — | +9.56% |
| 2015 | +2.48% | — | +0.58% |
| 2014 | +14.95% | — | +12.69% |
| 2013 | +32.05% | — | +30.34% |
| 2012 | +14.89% | — | +13.92% |
| 2011 | −3.60% | — | −0.91% |
| 2010 | +15.13% | — | +13.24% |
| 2009 | +2.80% | — | +22.95% |
| 2008 | — | — | −36.75% |
| 2007 | — | — | +1.30% |
| 2006 | — | — | +12.82% |
| 2005 | — | — | +1.30% |
| 2004 | — | — | +7.19% |
| 2003 | — | — | +26.12% |
| 2002 | — | — | −23.97% |
| 2001 | — | — | −13.39% |
| 2000 | — | — | −12.16% |
| 1999 | — | — | +17.64% |
| 1998 | — | — | +26.22% |
| 1997 | — | — | +8.57% |
| Wed 2017-12-20? to Thu 2025-06-26 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | −2.60% |
−38.93%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × | −1.50% |
−37.75%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | −0.62% |
−33.76%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||