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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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