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

Total Real Returns

SWLGX,SWTSX: 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
SWTSX
×
−4.91%
2025-05-02
3.436 TRR
2025-05-02
Schwab Total Stock Market 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
SWTSX
×
+73.25%
+7.75%/yr
+8.03%/yr
(R2=0.721)
Schwab Total Stock Market 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
SWTSX
×
$10,000.00
2017-12-20
$17,325.24
2025-05-02
Schwab Total Stock Market Index Fund Select Shares Mutual Fund

Annual Returns

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%

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
SWTSX
×
−8.67% −34.96%
2020-03-23
Schwab Total Stock Market Index Fund Select Shares Mutual Fund