All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2021-02-25? to Fri 2026-05-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
−0.56%
2026-05-01 |
2.848 TRR
2026-05-01 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+3.74%
2026-05-01 |
7.406 TRR
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
+4.00%
2026-05-01 |
4.455 TRR
2026-05-01 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWYOX × |
+5.49%
2026-05-01 |
1.361 TRR
2026-05-01 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Thu 2021-02-25? to Fri 2026-05-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
+66.14%
+10.30%/yr |
+11.22%/yr
(R2=0.554) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+61.23%
+9.67%/yr |
+8.98%/yr
(R2=0.599) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
+51.08%
+8.30%/yr |
+7.86%/yr
(R2=0.506) |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWYOX × |
+36.10%
+6.13%/yr |
+5.49%/yr
(R2=0.350) |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Thu 2021-02-25? to Fri 2026-05-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SWLGX × |
$10,000.00
2021-02-25 |
$16,613.81
2026-05-01 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2021-02-25 |
$16,123.16
2026-05-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × |
$10,000.00
2021-02-25 |
$15,108.41
2026-05-01 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWYOX × |
$10,000.00
2021-02-25 |
$13,609.67
2026-05-01 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||
| Year | SWLGX | SWPPX | SWTSX | SWYOX |
|---|---|---|---|---|
| 2026 (YTD) | −0.56% | +3.74% | +4.00% | +5.49% |
| 2025 | +15.47% | +14.80% | +14.02% | +17.36% |
| 2024 | +29.57% | +21.48% | +20.41% | +11.67% |
| 2023 | +38.01% | +22.15% | +21.88% | +17.71% |
| 2022 | −33.49% | −23.10% | −24.40% | −22.89% |
| 2021 | +19.20% | +20.21% | +17.38% | +8.46% |
| 2020 | +36.58% | +16.78% | +19.10% | — |
| 2019 | +33.26% | +28.51% | +27.97% | — |
| 2018 | −3.44% | −6.26% | −7.13% | — |
| 2017 | −0.46% | +19.29% | +18.57% | — |
| 2016 | — | +9.55% | +10.31% | — |
| 2015 | — | +0.57% | −0.29% | — |
| 2014 | — | +12.71% | +11.53% | — |
| 2013 | — | +30.30% | +31.39% | — |
| 2012 | — | +13.92% | +14.31% | — |
| 2011 | — | −0.92% | −1.67% | — |
| 2010 | — | +13.27% | +15.54% | — |
| 2009 | — | +22.91% | +24.89% | — |
| 2008 | — | −36.74% | −36.63% | — |
| 2007 | — | +1.30% | +1.25% | — |
| 2006 | — | +12.85% | +12.68% | — |
| 2005 | — | +1.29% | +2.69% | — |
| 2004 | — | +7.21% | +8.93% | — |
| 2003 | — | +26.10% | +28.55% | — |
| 2002 | — | −23.99% | −22.28% | — |
| 2001 | — | −13.37% | −12.44% | — |
| 2000 | — | −12.18% | −13.43% | — |
| 1999 | — | +27.31% | +7.37% | — |
| 1998 | — | +26.22% | — | — |
| 1997 | — | +15.46% | — | — |
| Thu 2021-02-25? to Fri 2026-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SWLGX × | −3.99% |
−37.01%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | 0.00% |
−29.14%
2022-10-12 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SWTSX × | 0.00% |
−30.21%
2022-10-14 |
||||
| Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
| SWYOX × | 0.00% |
−31.08%
2022-10-14 |
||||
| Schwab Target 2065 Index Fund Mutual Fund | ||||||