All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2017-12-20? to Thu 2025-07-03? |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+4.08%
2025-07-03 |
2.57 TRR
2025-07-03 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+4.46%
2025-07-03 |
5.692 TRR
2025-07-03 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
−1.13%
2025-07-03 |
3.555 TRR
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+18.11%
2025-07-03 |
2.054 TRR
2025-07-03 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Wed 2017-12-20? to Thu 2025-07-03? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+157.03%
+13.35%/yr |
+11.61%/yr
(R2=0.766) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+102.91%
+9.85%/yr |
+9.08%/yr
(R2=0.803) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+58.24%
+6.28%/yr |
+7.53%/yr
(R2=0.750) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
+23.97%
+2.89%/yr |
+1.76%/yr
(R2=0.146) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Wed 2017-12-20? to Thu 2025-07-03? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$25,703.03
2025-07-03 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2017-12-20 |
$20,290.61
2025-07-03 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2017-12-20 |
$15,824.18
2025-07-03 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × |
$10,000.00
2017-12-20 |
$12,396.54
2025-07-03 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Year | SWLGX | SWPPX | SCHD | SWISX |
|---|---|---|---|---|
| 2025 (YTD) | +4.08% | +4.46% | −1.13% | +18.11% |
| 2024 | +29.56% | +21.45% | +8.52% | +0.65% |
| 2023 | +38.05% | +22.17% | +1.16% | +14.31% |
| 2022 | −33.47% | −23.10% | −9.15% | −19.50% |
| 2021 | +17.75% | +20.21% | +21.31% | +3.92% |
| 2020 | +36.58% | +16.79% | +13.50% | +6.67% |
| 2019 | +33.25% | +28.53% | +24.48% | +19.19% |
| 2018 | −3.43% | −6.26% | −7.35% | −15.01% |
| 2017 | −0.46% | +19.29% | +18.36% | +22.73% |
| 2016 | — | +9.55% | +14.06% | −0.99% |
| 2015 | — | +0.58% | −1.01% | −1.56% |
| 2014 | — | +12.69% | +10.89% | −6.45% |
| 2013 | — | +30.32% | +30.85% | +19.82% |
| 2012 | — | +13.90% | +9.50% | +16.88% |
| 2011 | — | −0.91% | +5.73% | −14.34% |
| 2010 | — | +13.28% | — | +5.09% |
| 2009 | — | +22.94% | — | +25.74% |
| 2008 | — | −36.76% | — | −41.87% |
| 2007 | — | +1.30% | — | +8.80% |
| 2006 | — | +12.81% | — | +21.95% |
| 2005 | — | +1.35% | — | +16.61% |
| 2004 | — | +7.18% | — | +14.67% |
| 2003 | — | +26.10% | — | +33.96% |
| 2002 | — | −24.00% | — | −17.61% |
| 2001 | — | −13.37% | — | −23.89% |
| 2000 | — | −12.15% | — | −20.22% |
| 1999 | — | +17.63% | — | +30.31% |
| 1998 | — | +26.26% | — | +14.13% |
| 1997 | — | +8.56% | — | −8.29% |
| Wed 2017-12-20? to Thu 2025-07-03? |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × | 0.00% |
−37.75%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | 0.00% |
−33.75%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −6.72% |
−33.53%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| SWISX × | −0.11% |
−36.57%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||