All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2017-12-20? to Fri 2025-04-25 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
−10.25%
2025-04-25 |
2.2 TRR
2025-04-25 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
−7.07%
2025-04-25 |
4.967 TRR
2025-04-25 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
−6.59%
2025-04-25 |
3.322 TRR
2025-04-25 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2017-12-20? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+120.00%
+11.33%/yr |
+11.53%/yr
(R2=0.750) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+78.23%
+8.18%/yr |
+8.97%/yr
(R2=0.788) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+47.95%
+5.48%/yr |
+7.75%/yr
(R2=0.752) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2017-12-20? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$22,000.00
2025-04-25 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2017-12-20 |
$17,822.90
2025-04-25 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2017-12-20 |
$14,795.39
2025-04-25 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SWLGX | SWPPX | SCHD |
|---|---|---|---|
| 2025 (YTD) | −10.25% | −7.07% | −6.59% |
| 2024 | +29.57% | +21.46% | +8.53% |
| 2023 | +38.04% | +22.17% | +1.16% |
| 2022 | −33.47% | −23.11% | −9.15% |
| 2021 | +17.75% | +20.23% | +21.37% |
| 2020 | +36.55% | +16.79% | +13.44% |
| 2019 | +33.26% | +28.52% | +24.44% |
| 2018 | −3.43% | −6.69% | −7.32% |
| 2017 | −0.45% | +19.23% | +18.35% |
| 2016 | — | +8.96% | +14.09% |
| 2015 | — | −0.49% | −1.00% |
| 2014 | — | +12.71% | +10.85% |
| 2013 | — | +30.29% | +30.91% |
| 2012 | — | +13.92% | +9.50% |
| 2011 | — | −0.90% | +5.72% |
| 2010 | — | +13.29% | — |
| 2009 | — | +22.90% | — |
| 2008 | — | −36.76% | — |
| 2007 | — | +1.32% | — |
| 2006 | — | +12.80% | — |
| 2005 | — | +1.33% | — |
| 2004 | — | +7.22% | — |
| 2003 | — | +26.08% | — |
| 2002 | — | −24.01% | — |
| 2001 | — | −13.38% | — |
| 2000 | — | −12.15% | — |
| 1999 | — | +18.77% | — |
| 1998 | — | +26.21% | — |
| 1997 | — | +8.63% | — |
| Wed 2017-12-20? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × | −13.90% |
−37.75%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | −10.33% |
−33.75%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −12.81% |
−33.55%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||