SWLGX
$17.29-0.35%
as of close, Nov 12, 2026
Priced once a day, after the closeSchwab U.S. Large-Cap Growth Index FundMutual fund · US Stock Index Funds
Schwab U.S. Large-Cap Growth Index Fund total returns by year (including dividends)
As of market close, Nov 12, 2026
Every year since 2019#
Data provided bySource: Twelve DataCalendar-year returns with each year's path and its dividend contribution (dividend return = total minus price return). Every year has a direct link you can bookmark or share.
| Year | Start | End | Path | Dividend | Total return |
|---|---|---|---|---|---|
| 2026YTD | $17.53 | $17.29 | 0.0% | -1.4% | |
| 2025 | $14.85 | $17.53 | 0.5% | +18.6% | |
| 2024 | $11.20 | $14.85 | 0.7% | +33.3% | |
| 2023 | $7.91 | $11.20 | 1.0% | +42.7% | |
| 2022 | $11.26 | $7.91 | 0.6% | -29.2% | |
| 2021 | $8.98 | $11.26 | 2.2% | +27.5% | |
| 2020 | $6.53 | $8.98 | 0.9% | +38.4% | |
| 2019since Jul 1 | $5.93 | $6.53 | 1.1% | +11.2% |
- Annualized
- +16.5%
- 2020–2026
- Average year
- +21.9%
- 6 full years
- Best year
- +42.7%
- 2023
- Worst year
- -29.2%
- 2022
- Positive years
- 5/6
- 83% up
Annualized (CAGR)
+16.5%
2020–2026
Average year
+21.9%
6 full years
Best year
+42.7%
2023
Worst year
-29.2%
2022
Positive years
5/6
83% up
Total return by period#
Annual
−60%−40%−20%0%20%40%60%
2019, since Jul 1+11%'19
2020+38%'20
2021+28%'21
2022-29%'22
2023+43%'23
2024+33%'24
2025+19%'25
2026-1.4%'26
Methodology#
Total returns, dividends reinvested, measured on SWLGX. Annualized return is the compound annual growth rate; the current year is year-to-date. Past performance does not predict future returns.
FAQ#
- What is Schwab U.S. Large-Cap Growth Index Fund's average annual return?
- Since 2020, Schwab U.S. Large-Cap Growth Index Fund (SWLGX) has returned about 16.5% a year (the compound annual growth rate) and an average calendar-year return of 21.9%.
- What were Schwab U.S. Large-Cap Growth Index Fund's best and worst years?
- Over 2020–2026, the best year was 2023 (+42.7%) and the worst was 2022 (-29.2%).
- How often is Schwab U.S. Large-Cap Growth Index Fund up in a year?
- 5 of the 6 full years since 2020 were positive — about 83% of the time.
More on Schwab U.S. Large-Cap Growth Index Fund
Annual returns for: S&P 500 · S&P 500 Equal Weight · US Stock Market · Nasdaq-100