All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2017-12-20? to Fri 2025-05-02 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SWLGX × |
−7.28%
2025-05-02 |
2.272 TRR
2025-05-02 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWSSX × |
−10.34%
2025-05-02 |
1.444 TRR
2025-05-02 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SWLGX × |
+127.24%
+11.79%/yr |
+11.52%/yr
(R2=0.751) |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWSSX × |
−10.44%
−1.49%/yr |
−0.99%/yr
(R2=0.024) |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Wed 2017-12-20? to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SWLGX × |
$10,000.00
2017-12-20 |
$22,723.95
2025-05-02 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWSSX × |
$10,000.00
2017-12-20 |
$8,955.92
2025-05-02 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
Year | SWLGX | SWSSX |
---|---|---|
2025 (YTD) | −7.28% | −10.34% |
2024 | +29.56% | +8.43% |
2023 | +38.05% | +13.28% |
2022 | −33.47% | −25.25% |
2021 | +17.76% | −0.55% |
2020 | +36.57% | +16.83% |
2019 | +33.24% | +17.33% |
2018 | −3.43% | −20.04% |
2017 | −0.47% | +8.08% |
2016 | — | +15.79% |
2015 | — | −10.01% |
2014 | — | −1.74% |
2013 | — | +30.18% |
2012 | — | +11.73% |
2011 | — | −11.03% |
2010 | — | +25.12% |
2009 | — | +32.07% |
2008 | — | −35.02% |
2007 | — | −18.42% |
2006 | — | +0.91% |
2005 | — | +0.74% |
2004 | — | +12.92% |
2003 | — | +40.95% |
2002 | — | −24.17% |
2001 | — | −2.28% |
2000 | — | −11.89% |
1999 | — | +21.19% |
1998 | — | −10.08% |
1997 | — | +11.41% |
Wed 2017-12-20? to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SWLGX × | −11.05% |
−37.75%
2022-10-14 |
||||
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
SWSSX × | −30.70% |
−50.22%
2020-03-18 |
||||
Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||