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 Tue 2025-05-13	YTD Return	TRR Price
SWLGX ^×	−2.65% 2025-05-13	2.386 TRR 2025-05-13
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ^×	−4.47% 2025-05-13	3.397 TRR 2025-05-13
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 Tue 2025-05-13	Overall Return	Exponential Trendline
SWLGX ^×	+138.61% +12.48%/yr	+11.52%/yr (R²=0.753)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ^×	+51.29% +5.76%/yr	+7.68%/yr (R²=0.750)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2017-12-20^? to Tue 2025-05-13	Start Value	End Value
SWLGX ^×	$10,000.00 2017-12-20	$23,860.50 2025-05-13
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ^×	$10,000.00 2017-12-20	$15,129.38 2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year	SWLGX	SCHD
2025 (YTD)	−2.65%	−4.47%
2024	+29.56%	+8.51%
2023	+38.04%	+1.16%
2022	−33.47%	−9.13%
2021	+17.76%	+21.36%
2020	+36.57%	+13.47%
2019	+33.24%	+24.46%
2018	−3.42%	−7.36%
2017	−0.47%	+18.38%
2016	—	+14.05%
2015	—	−1.00%
2014	—	+10.82%
2013	—	+30.94%
2012	—	+9.50%
2011	—	+5.72%

Drawdowns

SWLGX,SCHD - Total Real Return Drawdowns Chart

Date	--
SWLGX	--
SCHD	--

Wed 2017-12-20^? to Tue 2025-05-13	Current Drawdown	Worst Drawdown
SWLGX ^×	−6.60%	−37.75% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SCHD ^×	−10.84%	−33.48% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund