All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2017-12-20? to Thu 2025-05-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
−8.64%
2025-05-01 |
2.24 TRR
2025-05-01 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
−5.77%
2025-05-01 |
5.036 TRR
2025-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWAGX × |
+0.84%
2025-05-01 |
0.8484 TRR
2025-05-01 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+123.95%
+11.57%/yr |
+11.52%/yr
(R2=0.751) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+80.71%
+8.37%/yr |
+8.96%/yr
(R2=0.789) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWAGX × |
−15.64%
−2.28%/yr |
−3.74%/yr
(R2=0.535) |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Wed 2017-12-20? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2017-12-20 |
$22,395.37
2025-05-01 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2017-12-20 |
$18,070.73
2025-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWAGX × |
$10,000.00
2017-12-20 |
$8,436.02
2025-05-01 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||
| Year | SWLGX | SWPPX | SWAGX |
|---|---|---|---|
| 2025 (YTD) | −8.64% | −5.77% | +0.84% |
| 2024 | +29.56% | +21.46% | −1.46% |
| 2023 | +38.04% | +22.18% | +2.05% |
| 2022 | −33.46% | −23.12% | −18.35% |
| 2021 | +17.74% | +20.22% | −8.28% |
| 2020 | +36.57% | +16.80% | +5.87% |
| 2019 | +33.24% | +28.50% | +6.24% |
| 2018 | −3.43% | −6.69% | −2.07% |
| 2017 | −0.45% | +19.22% | +1.43% |
| 2016 | — | +8.96% | — |
| 2015 | — | −0.46% | — |
| 2014 | — | +12.71% | — |
| 2013 | — | +30.28% | — |
| 2012 | — | +13.92% | — |
| 2011 | — | −0.90% | — |
| 2010 | — | +13.28% | — |
| 2009 | — | +22.89% | — |
| 2008 | — | −36.75% | — |
| 2007 | — | +1.32% | — |
| 2006 | — | +12.79% | — |
| 2005 | — | +1.33% | — |
| 2004 | — | +7.22% | — |
| 2003 | — | +26.07% | — |
| 2002 | — | −23.96% | — |
| 2001 | — | −13.41% | — |
| 2000 | — | −12.14% | — |
| 1999 | — | +18.76% | — |
| 1998 | — | +26.26% | — |
| 1997 | — | +8.57% | — |
| Wed 2017-12-20? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × | −12.35% |
−37.74%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | −9.09% |
−33.76%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWAGX × | −24.83% |
−31.00%
2023-10-19 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||