All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
FNDX total return snapshot: FNDX returned +25.98% over the past year and +21.13% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +416.18% in nominal total return, or +13.28%/yr, and is currently −0.27% below its total-return high on Sep. 3, 2026.
Data ending Thu Oct. 15, 2026
| Thu 2013-08-15💬 to Thu 2026-10-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FNDX × |
+416.18%
+13.28%/yr |
+12.23%/yr
R2=0.963 |
||||
| Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund | ||||||
| Thu 2013-08-15💬 to Thu 2026-10-15 |
Start
Value |
End
Value |
|---|---|---|
| FNDX × |
$10,000.00
2013-08-15 |
$51,617.61
2026-10-15 |
| YTD | YoY | |
|---|---|---|
| FNDX × | +21.13% | +25.98% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FNDX × |
−0.27%
on 2026-10-15 from 2026-09-03 peak |
−37.71%
on 2020-03-23 from 2020-02-12 peak |
| Period ending Thu 2026-10-15 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FNDX × | +25.98% |
+39.71% +18.20%/yr |
+84.40% +22.63%/yr |
+90.98% +13.81%/yr |
+293.41% +14.68%/yr |
| Year | FNDX |
|---|---|
| 2026 (YTD) | +21.13% |
| 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% |
