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 Fri 2025-12-12 YTD
Return
TRR
Price
SWLGX
×
+13.91%
2025-12-12
2.826 TRR
2025-12-12
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Fri 2025-12-12 Overall
Return
Exponential
Trendline
SWLGX
×
+182.61%
+13.91%/yr
+12.44%/yr
(R2=0.814)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Fri 2025-12-12 Start
Value
End
Value
SWLGX
×
$10,000.00
2017-12-20
$28,261.22
2025-12-12
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWLGX
2025 (YTD) +13.91%
2024 +29.53%
2023 +38.10%
2022 −33.44%
2021 +19.07%
2020 +36.62%
2019 +33.26%
2018 −3.43%
2017 −0.45%

Drawdowns

Wed 2017-12-20? to Fri 2025-12-12 Current
Drawdown
Worst
Drawdown
SWLGX
×
−4.39% −36.98%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund