All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SWLGX real return snapshot: after CPI-U inflation, SWLGX returned +10.44% over the past year and −0.95% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +183.68% in real purchasing-power return, or +13.00%/yr, and is currently −6.03% below its real total-return high on Jun. 1, 2026.
Data ending Thu Jul. 2, 2026
| Wed 2017-12-20💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
−0.95%
2026-07-02 |
+10.44%
2026-07-02 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+183.68%
+13.00%/yr |
+12.69%/yr
(R2=0.844) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$28,368.24
2026-07-02 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Year | SWLGX |
|---|---|
| 2026 (YTD) | −0.95% |
| 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% |
| Wed 2017-12-20💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
−6.03%
from 2026-06-01 peak |
−37.00%
2022-10-14 from 2021-11-19 peak |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWLGX × | +10.44% |
+23.63% +11.19%/yr |
+63.01% +17.69%/yr |
+47.70% +8.11%/yr |
— | |
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
