AVUV,SCHG,SWLGX: Total Return Chart (with Dividends Reinvested)

Thu 2019-09-26? to Tue 2025-07-15	YTD Return	TR Price
AVUV ×	−2.95% 2025-07-15	2.034 TR 2025-07-15
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG ×	+5.95% 2025-07-15	10.68 TR 2025-07-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	+7.46% 2025-07-15	3.371 TR 2025-07-15
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

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Returns

Thu 2019-09-26? to Tue 2025-07-15	Overall Return	Exponential Trendline
AVUV ×	+103.39% +13.02%/yr	+16.34%/yr (R2=0.732)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG ×	+187.99% +20.00%/yr	+15.69%/yr (R2=0.761)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	+178.65% +19.32%/yr	+14.69%/yr (R2=0.756)
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

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Growth of $10,000

Thu 2019-09-26? to Tue 2025-07-15	Start Value	End Value
AVUV ×	$10,000.00 2019-09-26	$20,338.89 2025-07-15
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2019-09-26	$28,798.98 2025-07-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	$10,000.00 2019-09-26	$27,865.31 2025-07-15
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund

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Annual Returns

Year	AVUV	SCHG	SWLGX
2025 (YTD)	−2.95%	+5.95%	+7.46%
2024	+9.29%	+34.96%	+33.30%
2023	+22.82%	+50.10%	+42.67%
2022	−4.91%	−31.80%	−29.17%
2021	+42.20%	+28.11%	+26.04%
2020	+6.43%	+39.14%	+38.43%
2019	+8.50%	+36.02%	+36.30%
2018	—	−1.36%	−1.59%
2017	—	+28.05%	−0.48%
2016	—	+6.82%	—
2015	—	+3.24%	—
2014	—	+15.80%	—
2013	—	+34.04%	—
2012	—	+16.88%	—
2011	—	−0.74%	—
2010	—	+16.85%	—
2009	—	+2.70%	—

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Drawdowns

Thu 2019-09-26? to Tue 2025-07-15	Current Drawdown	Worst Drawdown
AVUV ×	−11.58%	−49.42% 2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
SCHG ×	0.00%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWLGX ×	0.00%	−33.28% 2022-10-14
Schwab U.S. Large-Cap Growth Index Fund Mutual Fund