All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2019-09-26? to Thu 2025-04-24 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| AVUV × |
−13.68%
2025-04-24 |
1.809 TR
2025-04-24 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SWLGX × |
−10.28%
2025-04-24 |
2.815 TR
2025-04-24 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
−6.37%
2025-04-24 |
9.857 TR
2025-04-24 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2019-09-26? to Thu 2025-04-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| AVUV × |
+80.90%
+11.21%/yr |
+17.10%/yr
(R2=0.734) |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+132.67%
+16.35%/yr |
+14.41%/yr
(R2=0.729) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
+100.90%
+13.32%/yr |
+13.36%/yr
(R2=0.816) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Thu 2019-09-26? to Thu 2025-04-24 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| AVUV × |
$10,000.00
2019-09-26 |
$18,089.85
2025-04-24 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SWLGX × |
$10,000.00
2019-09-26 |
$23,267.28
2025-04-24 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × |
$10,000.00
2019-09-26 |
$20,089.56
2025-04-24 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| Year | AVUV | SWLGX | SWPPX |
|---|---|---|---|
| 2025 (YTD) | −13.68% | −10.28% | −6.37% |
| 2024 | +9.29% | +33.30% | +24.96% |
| 2023 | +22.82% | +42.67% | +26.26% |
| 2022 | −4.91% | −29.17% | −18.14% |
| 2021 | +42.20% | +26.04% | +28.67% |
| 2020 | +6.43% | +38.43% | +18.38% |
| 2019 | +8.50% | +36.30% | +31.46% |
| 2018 | — | −1.59% | −4.92% |
| 2017 | — | −0.48% | +21.76% |
| 2016 | — | — | +11.21% |
| 2015 | — | — | +0.26% |
| 2014 | — | — | +13.55% |
| 2013 | — | — | +32.26% |
| 2012 | — | — | +15.89% |
| 2011 | — | — | +2.02% |
| 2010 | — | — | +14.98% |
| 2009 | — | — | +26.26% |
| 2008 | — | — | −36.70% |
| 2007 | — | — | +5.45% |
| 2006 | — | — | +15.68% |
| 2005 | — | — | +4.78% |
| 2004 | — | — | +10.70% |
| 2003 | — | — | +28.47% |
| 2002 | — | — | −22.18% |
| 2001 | — | — | −12.04% |
| 2000 | — | — | −9.19% |
| 1999 | — | — | +21.97% |
| 1998 | — | — | +28.26% |
| 1997 | — | — | +9.33% |
| Thu 2019-09-26? to Thu 2025-04-24 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| AVUV × | −21.36% |
−49.42%
2020-03-23 |
||||
| Avantis U.S. Small Cap Value ETF Exchange-Traded Fund | ||||||
| SWLGX × | −13.91% |
−33.28%
2022-10-14 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| SWPPX × | −10.51% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||