SWLGX,SCHD Stock Chart (Dividends Reinvested, Inflation Adjusted) | Total Real Returns

All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SWLGX,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Dividends Reinvested:

Wed 2017-12-20^? to Fri 2025-05-16	YTD Return	TRR Price
SWLGX ^×	−1.51% 2025-05-16	2.414 TRR 2025-05-16
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ^×	−3.45% 2025-05-16	3.434 TRR 2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

SWLGX,SCHD - Total Real Return Chart

Date	--
SWLGX	--
SWLGX (Trendline)	--
SCHD	--
SCHD (Trendline)	--

Wed 2017-12-20^? to Fri 2025-05-16	Overall Return	Exponential Trendline
SWLGX ^×	+141.37% +12.64%/yr	+11.53%/yr (R²=0.755)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ^×	+52.87% +5.90%/yr	+7.67%/yr (R²=0.750)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2017-12-20^? to Fri 2025-05-16	Start Value	End Value
SWLGX ^×	$10,000.00 2017-12-20	$24,137.44 2025-05-16
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ^×	$10,000.00 2017-12-20	$15,287.36 2025-05-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year	SWLGX	SCHD
2025 (YTD)	−1.51%	−3.45%
2024	+29.55%	+8.55%
2023	+38.05%	+1.16%
2022	−33.47%	−9.13%
2021	+17.75%	+21.31%
2020	+36.58%	+13.46%
2019	+33.23%	+24.44%
2018	−3.42%	−7.30%
2017	−0.47%	+18.38%
2016	—	+14.05%
2015	—	−1.00%
2014	—	+10.82%
2013	—	+30.92%
2012	—	+9.49%
2011	—	+5.73%

Drawdowns

SWLGX,SCHD - Total Real Return Drawdowns Chart

Date	--
SWLGX	--
SCHD	--

Wed 2017-12-20^? to Fri 2025-05-16	Current Drawdown	Worst Drawdown
SWLGX ^×	−5.52%	−37.75% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ^×	−9.86%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund