All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
FNDX total return snapshot: FNDX returned +27.78% over the past year and +20.05% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +411.58% in nominal total return, or +13.21%/yr, and is currently −1.16% below its total-return high on Sep. 3, 2026.
Data ending Mon Oct. 12, 2026
| Thu 2013-08-15💬 to Mon 2026-10-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FNDX × |
+411.58%
+13.21%/yr |
+12.22%/yr
R2=0.963 |
||||
| Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund | ||||||
| Thu 2013-08-15💬 to Mon 2026-10-12 |
Start
Value |
End
Value |
|---|---|---|
| FNDX × |
$10,000.00
2013-08-15 |
$51,158.15
2026-10-12 |
| YTD | YoY | |
|---|---|---|
| FNDX × | +20.05% | +27.78% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FNDX × |
−1.16%
on 2026-10-12 from 2026-09-03 peak |
−37.71%
on 2020-03-23 from 2020-02-12 peak |
| Period ending Mon 2026-10-12 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FNDX × | +27.78% |
+38.82% +17.82%/yr |
+82.34% +22.17%/yr |
+93.52% +14.12%/yr |
+288.38% +14.53%/yr |
| Year | FNDX |
|---|---|
| 2026 (YTD) | +20.05% |
| 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% |
