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)

Wed 2017-12-20? to Tue 2026-03-31 YTD
Return
TRR
Price
SWLGX
×
−10.78%
2026-03-31
2.556 TRR
2026-03-31
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Tue 2026-03-31 Overall
Return
Exponential
Trendline
SWLGX
×
+155.58%
+12.01%/yr
+12.59%/yr
(R2=0.831)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Tue 2026-03-31 Start
Value
End
Value
SWLGX
×
$10,000.00
2017-12-20
$25,557.71
2026-03-31
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWLGX
2026 (YTD) −10.78%
2025 +15.51%
2024 +29.56%
2023 +38.00%
2022 −33.49%
2021 +19.22%
2020 +36.55%
2019 +33.27%
2018 −3.44%
2017 −0.45%

Drawdowns

Wed 2017-12-20? to Tue 2026-03-31 Current
Drawdown
Worst
Drawdown
SWLGX
×
−13.84% −37.02%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund