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 | ||||||
| SWSSX × |
−12.36%
2025-05-01 |
1.411 TRR
2025-05-01 |
||||
| Schwab Small-Cap Index Fund Select Shares 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 | ||||||
| SWSSX × |
−12.45%
−1.79%/yr |
−0.99%/yr
(R2=0.023) |
||||
| Schwab Small-Cap Index Fund Select Shares 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 | ||||||
| SWSSX × |
$10,000.00
2017-12-20 |
$8,754.82
2025-05-01 |
||||
| Schwab Small-Cap Index Fund Select Shares 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 | SWSSX | SWAGX |
|---|---|---|---|
| 2025 (YTD) | −8.64% | −12.36% | +0.84% |
| 2024 | +29.56% | +8.47% | −1.46% |
| 2023 | +38.04% | +13.25% | +2.05% |
| 2022 | −33.46% | −25.25% | −18.35% |
| 2021 | +17.74% | −0.55% | −8.28% |
| 2020 | +36.57% | +16.86% | +5.87% |
| 2019 | +33.24% | +17.29% | +6.24% |
| 2018 | −3.43% | −20.02% | −2.07% |
| 2017 | −0.45% | +8.09% | +1.43% |
| 2016 | — | +15.75% | — |
| 2015 | — | −10.01% | — |
| 2014 | — | −1.74% | — |
| 2013 | — | +30.18% | — |
| 2012 | — | +11.73% | — |
| 2011 | — | −11.03% | — |
| 2010 | — | +25.12% | — |
| 2009 | — | +32.16% | — |
| 2008 | — | −35.06% | — |
| 2007 | — | −18.42% | — |
| 2006 | — | +0.91% | — |
| 2005 | — | +0.74% | — |
| 2004 | — | +12.92% | — |
| 2003 | — | +40.95% | — |
| 2002 | — | −24.17% | — |
| 2001 | — | −2.28% | — |
| 2000 | — | −11.86% | — |
| 1999 | — | +21.20% | — |
| 1998 | — | −10.12% | — |
| 1997 | — | +11.41% | — |
| 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 | ||||||
| SWSSX × | −32.25% |
−50.22%
2020-03-18 |
||||
| Schwab Small-Cap Index Fund Select Shares Mutual Fund | ||||||
| SWAGX × | −24.83% |
−31.00%
2023-10-19 |
||||
| Schwab US Aggregate Bond Index Fund Mutual Fund | ||||||