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 Thu 2025-07-03 YTD
Return
TRR
Price
SWLGX
×
+4.87%
2025-07-03
2.571 TRR
2025-07-03
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Thu 2025-07-03 Overall
Return
Exponential
Trendline
SWLGX
×
+157.07%
+13.35%/yr
+11.61%/yr
(R2=0.766)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Thu 2025-07-03 Start
Value
End
Value
SWLGX
×
$10,000.00
2017-12-20
$25,707.36
2025-07-03
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWLGX
2025 (YTD) +4.87%
2024 +29.57%
2023 +38.05%
2022 −33.47%
2021 +17.76%
2020 +36.55%
2019 +33.26%
2018 −3.43%
2017 −0.44%

Drawdowns

Wed 2017-12-20? to Thu 2025-07-03 Current
Drawdown
Worst
Drawdown
SWLGX
×
0.00% −37.75%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund