All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
SWLGX real return snapshot: after CPI-U inflation, SWLGX returned +22.58% over the past year and +2.74% YTD, with dividends reinvested. Since Dec. 20, 2017, SWLGX is up +194.24% in real purchasing-power return, or +13.68%/yr, and is currently â0.80% below its real total-return high on Oct. 29, 2025.
| Wed 2017-12-20? to Fri 2026-05-22 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+2.74%
2026-05-22 |
+22.58%
2026-05-22 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Fri 2026-05-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+194.24%
+13.68%/yr |
+12.64%/yr
(R2=0.839) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Fri 2026-05-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$29,424.19
2026-05-22 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Year | SWLGX |
|---|---|
| 2026 (YTD) | +2.74% |
| 2025 | +15.46% |
| 2024 | +29.56% |
| 2023 | +38.05% |
| 2022 | â33.47% |
| 2021 | +19.17% |
| 2020 | +36.57% |
| 2019 | +33.25% |
| 2018 | â3.43% |
| 2017 | â0.46% |
| Wed 2017-12-20? to Fri 2026-05-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
â0.80%
from 2025-10-29 peak |
â37.00%
2022-10-14 from 2021-11-19 peak |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| Period ending Fri 2026-05-22 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SWLGX × | +22.58% |
+38.17% +17.56%/yr |
+82.12% +22.11%/yr |
+65.78% +10.63%/yr |
— | |
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||