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 +5.87% over the past year and −0.58% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +184.75% in real purchasing-power return, or +12.78%/yr, and is currently −5.69% below its real total-return high on Jun. 1, 2026.

Data ending Tue Sep. 1, 2026

Growth of $10,000

Wed 2017-12-20💬 to Tue 2026-09-01 Overall
Return 		Exponential
Trendline
SWLGX × 		+184.75%
+12.78%/yr 		+12.72%/yr
R2=0.852
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-12-20💬 to Tue 2026-09-01 Start
Value 		End
Value
SWLGX × 		$10,000.00
2017-12-20 		$28,475.47
2026-09-01

This Year’s Performance

through 2026-09-01

  YTD YoY
SWLGX × 		−0.58% +5.87%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SWLGX × 		−5.69%
on 2026-09-01
from 2026-06-01 peak 		−37.00%
on 2022-10-14
from 2021-11-19 peak

Rolling Returns

Period ending Tue 2026-09-01 1 yr 2 yr 3 yr 5 yr 10 yr
SWLGX × 		+5.87% +26.03%
+12.26%/yr 		+60.71%
+17.13%/yr 		+40.97%
+7.11%/yr 		—

Annual Returns

Year SWLGX
2026 (YTD) −0.58%
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%