All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2019-09-26? to Tue 2025-06-17 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| AVUV × |
−6.99%
2025-06-17 |
1.949 TR
2025-06-17 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SCHG × |
+0.43%
2025-06-17 |
10.14 TR
2025-06-17 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+1.44%
2025-06-17 |
3.187 TR
2025-06-17 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWISX × |
+16.90%
2025-06-17 |
4.001 TR
2025-06-17 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2019-09-26? to Tue 2025-06-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVUV × |
+94.91%
+12.36%/yr |
+16.53%/yr
(R2=0.730) |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SCHG × |
+173.36%
+19.20%/yr |
+15.56%/yr
(R2=0.752) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+163.44%
+18.44%/yr |
+14.55%/yr
(R2=0.747) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWISX × |
+58.98%
+8.44%/yr |
+6.79%/yr
(R2=0.584) |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Thu 2019-09-26? to Tue 2025-06-17 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| AVUV × |
$10,000.00
2019-09-26 |
$19,491.10
2025-06-17 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SCHG × |
$10,000.00
2019-09-26 |
$27,335.74
2025-06-17 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
$10,000.00
2019-09-26 |
$26,344.27
2025-06-17 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWISX × |
$10,000.00
2019-09-26 |
$15,898.22
2025-06-17 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||
| Year | AVUV | SCHG | SWLGX | SWISX |
|---|---|---|---|---|
| 2025 (YTD) | −6.99% | +0.43% | +1.44% | +16.90% |
| 2024 | +9.29% | +34.96% | +33.30% | +3.54% |
| 2023 | +22.82% | +50.10% | +42.67% | +18.13% |
| 2022 | −4.91% | −31.80% | −29.17% | −14.30% |
| 2021 | +42.20% | +28.11% | +26.04% | +11.25% |
| 2020 | +6.43% | +39.14% | +38.43% | +8.13% |
| 2019 | +8.50% | +36.02% | +36.30% | +21.87% |
| 2018 | — | −1.36% | −1.59% | −13.38% |
| 2017 | — | +28.05% | −0.48% | +25.32% |
| 2016 | — | +6.82% | — | +1.07% |
| 2015 | — | +3.24% | — | −0.86% |
| 2014 | — | +15.80% | — | −5.71% |
| 2013 | — | +34.04% | — | +21.62% |
| 2012 | — | +16.88% | — | +18.92% |
| 2011 | — | −0.74% | — | −11.81% |
| 2010 | — | +16.85% | — | +6.62% |
| 2009 | — | +2.70% | — | +29.20% |
| 2008 | — | — | — | −41.82% |
| 2007 | — | — | — | +13.27% |
| 2006 | — | — | — | +25.01% |
| 2005 | — | — | — | +20.64% |
| 2004 | — | — | — | +18.33% |
| 2003 | — | — | — | +36.52% |
| 2002 | — | — | — | −15.63% |
| 2001 | — | — | — | −22.72% |
| 2000 | — | — | — | −17.53% |
| 1999 | — | — | — | +33.81% |
| 1998 | — | — | — | +15.96% |
| 1997 | — | — | — | −7.77% |
| Thu 2019-09-26? to Tue 2025-06-17 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| AVUV × | −15.27% |
−49.42%
2020-03-23 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SCHG × | −3.68% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × | −2.52% |
−33.28%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWISX × | −2.36% |
−33.68%
2020-03-23 |
||||
| Schwab International Index Fund Select Shares Mutual Fund | ||||||