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 | ||||||
SWTSX × |
−4.91%
2025-05-02 |
3.436 TRR
2025-05-02 |
||||
Schwab Total Stock Market 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 | ||||||
SWTSX × |
+73.25%
+7.75%/yr |
+8.03%/yr
(R2=0.721) |
||||
Schwab Total Stock Market 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 | ||||||
SWTSX × |
$10,000.00
2017-12-20 |
$17,325.24
2025-05-02 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||
Year | SWLGX | SWTSX |
---|---|---|
2025 (YTD) | −7.28% | −4.91% |
2024 | +29.56% | +20.38% |
2023 | +38.05% | +21.96% |
2022 | −33.47% | −24.43% |
2021 | +17.76% | +17.05% |
2020 | +36.57% | +19.07% |
2019 | +33.24% | +27.67% |
2018 | −3.43% | −7.61% |
2017 | −0.47% | +18.29% |
2016 | — | +9.80% |
2015 | — | −1.14% |
2014 | — | +10.86% |
2013 | — | +30.78% |
2012 | — | +14.31% |
2011 | — | −1.63% |
2010 | — | +15.47% |
2009 | — | +24.90% |
2008 | — | −36.61% |
2007 | — | +0.98% |
2006 | — | +12.72% |
2005 | — | +2.68% |
2004 | — | +8.92% |
2003 | — | +28.56% |
2002 | — | −22.25% |
2001 | — | −12.45% |
2000 | — | −13.45% |
1999 | — | +7.36% |
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 | ||||||
SWTSX × | −8.67% |
−34.96%
2020-03-23 |
||||
Schwab Total Stock Market Index Fund Select Shares Mutual Fund | ||||||