All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

SWLGX,SWSSX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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