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 2025-09-04 YTD
Return
TRR
Price
SWLGX
×
+9.65%
2025-09-04
4.385 TRR
2025-09-04
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Returns

Wed 2017-12-20? to Thu 2025-09-04 Overall
Return
Exponential
Trendline
SWLGX
×
+338.47%
+21.14%/yr
+20.51%/yr
(R2=0.924)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000

Wed 2017-12-20? to Thu 2025-09-04 Start
Value
End
Value
SWLGX
×
$10,000.00
2017-12-20
$43,846.76
2025-09-04
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Annual Returns

Year SWLGX
2025 (YTD) +9.65%
2024 +34.27%
2023 +45.16%
2022 −29.11%
2021 +36.16%
2020 +43.36%
2019 +42.95%
2018 +4.22%
2017 −0.47%

Drawdowns

Wed 2017-12-20? to Thu 2025-09-04 Current
Drawdown
Worst
Drawdown
SWLGX
×
−0.18% −36.89%
2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund