All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

FNDX: Total Return Chart (with Dividends Reinvested)

FNDX total return snapshot: FNDX returned +27.95% over the past year and +23.40% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +425.84% in nominal total return, or +13.38%/yr, and is currently at its total-return high.

Data ending Wed Nov. 4, 2026

Growth of $10,000

Thu 2013-08-15💬 to Wed 2026-11-04 Overall
Return 		Exponential
Trendline
FNDX × 		+425.84%
+13.38%/yr 		+12.27%/yr
R2=0.964
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-08-15💬 to Wed 2026-11-04 Start
Value 		End
Value
FNDX × 		$10,000.00
2013-08-15 		$52,584.05
2026-11-04

This Year’s Performance

through 2026-11-04

  YTD YoY
FNDX × 		+23.40% +27.95%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FNDX × 		—
on 2026-11-04 		−37.71%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Wed 2026-11-04 1 yr 2 yr 3 yr 5 yr 10 yr
FNDX × 		+27.95% +45.34%
+20.56%/yr 		+85.40%
+22.85%/yr 		+89.59%
+13.65%/yr 		+308.69%
+15.12%/yr

Annual Returns

Year FNDX
2026 (YTD) +23.40%
2025 +16.94%
2024 +16.77%
2023 +18.23%
2022 −6.92%
2021 +31.73%
2020 +9.12%
2019 +28.65%
2018 −7.30%
2017 +17.12%
2016 +16.39%
2015 −2.99%
2014 +12.45%
2013 +11.26%