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 +30.94% over the past year and +21.09% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +415.99% in nominal total return, or +13.46%/yr, and is currently at its total-return high.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Thu 2013-08-15💬 to Fri 2026-08-14 Overall
Return
Exponential
Trendline
FNDX
×
+415.99%
+13.46%/yr
+12.12%/yr
R2=0.963
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-08-15💬 to Fri 2026-08-14 Start
Value
End
Value
FNDX
×
$10,000.00
2013-08-15
$51,598.95
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
FNDX
×
+21.09% +30.94%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FNDX
×

on 2026-08-14
−37.72%
on 2020-03-23
from 2020-02-12 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
FNDX
×
+30.94% +49.43%
+22.24%/yr
+76.01%
+20.74%/yr
+92.14%
+13.95%/yr
+285.06%
+14.43%/yr

Annual Returns

Year FNDX
2026 (YTD) +21.09%
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%