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 +27.72% over the past year and +15.83% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +393.58% in nominal total return, or +13.20%/yr, and is currently −0.13% below its total-return high on Jun. 15, 2026.

Data ending Thu Jul. 2, 2026

Thu 2013-08-15💬 to Thu 2026-07-02 YTD
Return
1 Year
Return
FNDX
×
+15.83%
2026-07-02
+27.72%
2026-07-02
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Returns

Thu 2013-08-15💬 to Thu 2026-07-02 Overall
Return
Exponential
Trendline
FNDX
×
+393.58%
+13.20%/yr
+12.04%/yr
(R2=0.963)
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Growth of $10,000

Thu 2013-08-15💬 to Thu 2026-07-02 Start
Value
End
Value
FNDX
×
$10,000.00
2013-08-15
$49,357.58
2026-07-02
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Annual Returns

Year FNDX
2026 (YTD) +15.83%
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%

Drawdowns

Thu 2013-08-15💬 to Thu 2026-07-02 Current
Drawdown
Worst
Drawdown
FNDX
×
−0.13%
from 2026-06-15 peak
−37.72%
2020-03-23
from 2020-02-12 peak
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Rolling Returns

Period ending Thu 2026-07-02 1
Year
2
Years
3
Years
5
Years
10
Years
FNDX
×
+27.72% +44.58%
+20.24%/yr
+71.91%
+19.79%/yr
+86.59%
+13.29%/yr
+279.24%
+14.26%/yr
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund