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 +4.76% over the past year and +3.44% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +196.25% in real purchasing-power return, or +13.21%/yr, and is currently −1.89% below its real total-return high on Jun. 1, 2026.

Data ending Mon Sep. 21, 2026

Growth of $10,000

Wed 2017-12-20💬 to Mon 2026-09-21 Overall
Return 		Exponential
Trendline
SWLGX × 		+196.25%
+13.21%/yr 		+12.73%/yr
R2=0.855
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-12-20💬 to Mon 2026-09-21 Start
Value 		End
Value
SWLGX × 		$10,000.00
2017-12-20 		$29,624.71
2026-09-21

This Year’s Performance

through 2026-09-21

  YTD YoY
SWLGX × 		+3.44% +4.76%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SWLGX × 		−1.89%
on 2026-09-21
from 2026-06-01 peak 		−37.00%
on 2022-10-14
from 2021-11-19 peak

Rolling Returns

Period ending Mon 2026-09-21 1 yr 2 yr 3 yr 5 yr 10 yr
SWLGX × 		+4.76% +28.75%
+13.47%/yr 		+76.57%
+20.87%/yr 		+52.00%
+8.74%/yr 		—

Annual Returns

Year SWLGX
2026 (YTD) +3.44%
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%