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

Total Real Returns

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

SWLGX real return snapshot: after CPI-U inflation, SWLGX returned +22.58% over the past year and +2.74% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +194.24% in real purchasing-power return, or +13.68%/yr, and is currently −0.80% below its real total-return high on Oct. 29, 2025.

Wed 2017-12-20? to Fri 2026-05-22 YTD
Return
1 Year
Return
SWLGX
×
+2.74%
2026-05-22
+22.58%
2026-05-22
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Fri 2026-05-22 Overall
Return
Exponential
Trendline
SWLGX
×
+194.24%
+13.68%/yr
+12.64%/yr
(R2=0.839)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Fri 2026-05-22 Start
Value
End
Value
SWLGX
×
$10,000.00
2017-12-20
$29,424.19
2026-05-22
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWLGX
2026 (YTD) +2.74%
2025 +15.46%
2024 +29.56%
2023 +38.05%
2022 −33.47%
2021 +19.17%
2020 +36.57%
2019 +33.25%
2018 −3.43%
2017 −0.46%

Drawdowns

Wed 2017-12-20? to Fri 2026-05-22 Current
Drawdown
Worst
Drawdown
SWLGX
×
−0.80%
from 2025-10-29 peak
−37.00%
2022-10-14
from 2021-11-19 peak
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Rolling Returns

Period ending Fri 2026-05-22 1
Year
2
Years
3
Years
5
Years
10
Years
SWLGX
×
+22.58% +38.17%
+17.56%/yr
+82.12%
+22.11%/yr
+65.78%
+10.63%/yr
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund