All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2017-12-20? to Mon 2025-04-28 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SWLGX × |
−10.39%
2025-04-28 |
2.197 TRR
2025-04-28 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
−7.03%
2025-04-28 |
4.967 TRR
2025-04-28 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWLGX × |
+119.67%
+11.29%/yr |
+11.53%/yr
(R2=0.750) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
+78.30%
+8.18%/yr |
+8.97%/yr
(R2=0.788) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Wed 2017-12-20? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWLGX × |
$10,000.00
2017-12-20 |
$21,967.08
2025-04-28 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × |
$10,000.00
2017-12-20 |
$17,829.64
2025-04-28 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
Year | SWLGX | SWPPX |
---|---|---|
2025 (YTD) | −10.39% | −7.03% |
2024 | +29.57% | +21.46% |
2023 | +38.05% | +22.17% |
2022 | −33.47% | −23.11% |
2021 | +17.75% | +20.21% |
2020 | +36.56% | +16.80% |
2019 | +33.25% | +28.51% |
2018 | −3.43% | −6.69% |
2017 | −0.45% | +19.22% |
2016 | — | +8.96% |
2015 | — | −0.46% |
2014 | — | +12.68% |
2013 | — | +30.33% |
2012 | — | +13.92% |
2011 | — | −0.94% |
2010 | — | +13.28% |
2009 | — | +22.97% |
2008 | — | −36.79% |
2007 | — | +1.32% |
2006 | — | +12.84% |
2005 | — | +1.28% |
2004 | — | +7.22% |
2003 | — | +26.15% |
2002 | — | −24.01% |
2001 | — | −13.38% |
2000 | — | −12.18% |
1999 | — | +18.81% |
1998 | — | +26.21% |
1997 | — | +8.57% |
Wed 2017-12-20? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWLGX × | −14.02% |
−37.75%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWPPX × | −10.30% |
−33.76%
2020-03-23 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||