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

Wed 2017-12-20? to Fri 2025-12-12	YTD Return	TRR Price
SWLGX ×	+13.39% 2025-12-12	2.813 TRR 2025-12-12
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWAGX ×	+2.53% 2025-12-12	0.8639 TRR 2025-12-12
Schwab US Aggregate Bond Index Fund Mutual Fund

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Returns

Wed 2017-12-20? to Fri 2025-12-12	Overall Return	Exponential Trendline
SWLGX ×	+181.34% +13.84%/yr	+12.44%/yr (R2=0.814)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWAGX ×	−14.03% −1.88%/yr	−3.43%/yr (R2=0.544)
Schwab US Aggregate Bond Index Fund Mutual Fund

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Growth of $10,000

Wed 2017-12-20? to Fri 2025-12-12	Start Value	End Value
SWLGX ×	$10,000.00 2017-12-20	$28,133.57 2025-12-12
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWAGX ×	$10,000.00 2017-12-20	$8,597.33 2025-12-12
Schwab US Aggregate Bond Index Fund Mutual Fund

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Annual Returns

Year	SWLGX	SWAGX
2025 (YTD)	+13.39%	+2.53%
2024	+29.57%	−1.46%
2023	+38.06%	+2.05%
2022	−33.45%	−18.33%
2021	+19.19%	−8.31%
2020	+36.51%	+6.09%
2019	+33.26%	+6.18%
2018	−3.44%	−1.99%
2017	−0.45%	+1.34%

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Drawdowns

Wed 2017-12-20? to Fri 2025-12-12	Current Drawdown	Worst Drawdown
SWLGX ×	−4.86%	−36.99% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund
SWAGX ×	−23.38%	−30.83% 2023-10-19
Schwab US Aggregate Bond Index Fund Mutual Fund