All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

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

Fri 2009-12-11? to Fri 2025-04-25 YTD
Return
TRR
Price
SCHG
×
−10.54%
2025-04-25
6.179 TRR
2025-04-25
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
−7.07%
2025-04-25
4.967 TRR
2025-04-25
Schwab S&P 500 Index Fund Mutual Fund

Returns

Fri 2009-12-11? to Fri 2025-04-25 Overall
Return
Exponential
Trendline
SCHG
×
+517.94%
+12.58%/yr
+13.20%/yr
(R2=0.964)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
+337.74%
+10.08%/yr
+10.52%/yr
(R2=0.966)
Schwab S&P 500 Index Fund Mutual Fund

Growth of $10,000

Fri 2009-12-11? to Fri 2025-04-25 Start
Value
End
Value
SCHG
×
$10,000.00
2009-12-11
$61,794.18
2025-04-25
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
$10,000.00
2009-12-11
$43,773.78
2025-04-25
Schwab S&P 500 Index Fund Mutual Fund

Annual Returns

Year SCHG SWPPX
2025 (YTD) −10.54% −7.07%
2024 +31.20% +21.46%
2023 +45.25% +22.17%
2022 −35.94% −23.11%
2021 +19.70% +20.23%
2020 +37.26% +16.79%
2019 +32.92% +28.52%
2018 −3.20% −6.69%
2017 +25.42% +19.23%
2016 +4.65% +8.96%
2015 +2.49% −0.49%
2014 +14.94% +12.71%
2013 +32.05% +30.29%
2012 +14.89% +13.92%
2011 −3.59% −0.90%
2010 +15.12% +13.29%
2009 +2.81% +22.90%
2008 −36.76%
2007 +1.32%
2006 +12.80%
2005 +1.33%
2004 +7.22%
2003 +26.08%
2002 −24.01%
2001 −13.38%
2000 −12.15%
1999 +18.77%
1998 +26.21%
1997 +8.63%

Drawdowns

Fri 2009-12-11? to Fri 2025-04-25 Current
Drawdown
Worst
Drawdown
SCHG
×
−14.33% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
−10.33% −33.75%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund