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 +30.65% over the past year and +13.83% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +385.09% in nominal total return, or +13.11%/yr, and is currently −1.31% below its total-return high on Jun. 4, 2026.

Thu 2013-08-15💬 to Tue 2026-06-09 YTD
Return
1 Year
Return
FNDX
×
+13.83%
2026-06-09
+30.65%
2026-06-09
Schwab Fundamental U.S. Large Company Index ETF NYSE Exchange-Traded Fund

Returns

Thu 2013-08-15💬 to Tue 2026-06-09 Overall
Return
Exponential
Trendline
FNDX
×
+385.09%
+13.11%/yr
+12.00%/yr
(R2=0.963)
Schwab Fundamental U.S. Large Company Index ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2013-08-15💬 to Tue 2026-06-09 Start
Value
End
Value
FNDX
×
$10,000.00
2013-08-15
$48,509.34
2026-06-09
Schwab Fundamental U.S. Large Company Index ETF NYSE Exchange-Traded Fund

Annual Returns

Year FNDX
2026 (YTD) +13.83%
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 Tue 2026-06-09 Current
Drawdown
Worst
Drawdown
FNDX
×
−1.31%
from 2026-06-04 peak
−37.72%
2020-03-23
from 2020-02-12 peak
Schwab Fundamental U.S. Large Company Index ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-09 1
Year
2
Years
3
Years
5
Years
10
Years
FNDX
×
+30.65% +43.99%
+19.99%/yr
+73.76%
+20.22%/yr
+82.10%
+12.74%/yr
+272.76%
+14.06%/yr
Schwab Fundamental U.S. Large Company Index ETF NYSE Exchange-Traded Fund