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 −6.18% over the past year and −4.28% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +174.16% in real purchasing-power return, or +12.06%/yr, and is currently −9.20% below its real total-return high on Jun. 1, 2026.

Data ending Fri Oct. 30, 2026

Growth of $10,000

Wed 2017-12-20💬 to Fri 2026-10-30 Overall
Return 		Exponential
Trendline
SWLGX × 		+174.16%
+12.06%/yr 		+12.74%/yr
R2=0.860
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-12-20💬 to Fri 2026-10-30 Start
Value 		End
Value
SWLGX × 		$10,000.00
2017-12-20 		$27,416.02
2026-10-30

This Year’s Performance

through 2026-10-30

  YTD YoY
SWLGX × 		−4.28% −6.18%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SWLGX × 		−9.20%
on 2026-10-30
from 2026-06-01 peak 		−37.00%
on 2022-10-14
from 2021-11-19 peak

Rolling Returns

Period ending Fri 2026-10-30 1 yr 2 yr 3 yr 5 yr 10 yr
SWLGX × 		−6.18% +15.44%
+7.44%/yr 		+67.09%
+18.66%/yr 		+33.98%
+6.02%/yr 		—

Annual Returns

Year SWLGX
2026 (YTD) −4.28%
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%