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