All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
FNDA total return snapshot: FNDA returned +16.78% over the past year and +12.76% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDA is up +242.48% in nominal total return, or +9.79%/yr, and is currently −8.18% below its total-return high on Aug. 14, 2026.
Data ending Mon Oct. 19, 2026
| Thu 2013-08-15💬 to Mon 2026-10-19 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FNDA × |
+242.48%
+9.79%/yr |
+9.07%/yr
R2=0.910 |
||||
| Schwab Fundamental U.S. Small Company Index ETF Exchange-Traded Fund | ||||||
| Thu 2013-08-15💬 to Mon 2026-10-19 |
Start
Value |
End
Value |
|---|---|---|
| FNDA × |
$10,000.00
2013-08-15 |
$34,248.17
2026-10-19 |
| YTD | YoY | |
|---|---|---|
| FNDA × | +12.76% | +16.78% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FNDA × |
−8.18%
on 2026-10-19 from 2026-08-14 peak |
−44.64%
on 2020-03-23 from 2020-01-16 peak |
| Period ending Mon 2026-10-19 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FNDA × | +16.78% |
+19.56% +9.35%/yr |
+57.05% +16.24%/yr |
+38.59% +6.74%/yr |
+163.98% +10.19%/yr |
| Year | FNDA |
|---|---|
| 2026 (YTD) | +12.76% |
| 2025 | +7.44% |
| 2024 | +9.00% |
| 2023 | +20.29% |
| 2022 | −14.83% |
| 2021 | +31.12% |
| 2020 | +8.44% |
| 2019 | +24.34% |
| 2018 | −12.09% |
| 2017 | +12.68% |
| 2016 | +23.52% |
| 2015 | −5.09% |
| 2014 | +7.82% |
| 2013 | +14.35% |
