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 +4.67% over the past year and +4.64% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +199.70% in real purchasing-power return, or +13.28%/yr, and is currently −1.02% below its real total-return high on Oct. 6, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Wed 2017-12-20💬 to Fri 2026-10-09 Overall
Return 		Exponential
Trendline
SWLGX × 		+199.70%
+13.28%/yr 		+12.75%/yr
R2=0.857
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-12-20💬 to Fri 2026-10-09 Start
Value 		End
Value
SWLGX × 		$10,000.00
2017-12-20 		$29,969.69
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
SWLGX × 		+4.64% +4.67%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SWLGX × 		−1.02%
on 2026-10-09
from 2026-10-06 peak 		−37.00%
on 2022-10-14
from 2021-11-19 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
SWLGX × 		+4.67% +27.96%
+13.12%/yr 		+74.88%
+20.48%/yr 		+56.10%
+9.31%/yr 		—

Annual Returns

Year SWLGX
2026 (YTD) +4.64%
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%