FXAIX,SCHG: Total Return Chart (with Dividends Reinvested)

Tue 2011-05-10? to Tue 2025-10-21	YTD Return	TR Price
FXAIX ×	+16.01% 2025-10-21	6.52 TR 2025-10-21
Fidelity 500 Index Fund Mutual Fund
SCHG ×	+16.34% 2025-10-21	11.73 TR 2025-10-21
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

---

Returns

Tue 2011-05-10? to Tue 2025-10-21	Overall Return	Exponential Trendline
FXAIX ×	+552.01% +13.85%/yr	+13.57%/yr (R2=0.980)
Fidelity 500 Index Fund Mutual Fund
SCHG ×	+800.13% +16.42%/yr	+16.37%/yr (R2=0.974)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

---

Growth of $10,000

Tue 2011-05-10? to Tue 2025-10-21	Start Value	End Value
FXAIX ×	$10,000.00 2011-05-10	$65,201.46 2025-10-21
Fidelity 500 Index Fund Mutual Fund
SCHG ×	$10,000.00 2011-05-10	$90,013.09 2025-10-21
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

---

Annual Returns

Year	FXAIX	SCHG
2025 (YTD)	+16.01%	+16.34%
2024	+25.01%	+34.96%
2023	+26.29%	+50.10%
2022	−18.14%	−31.80%
2021	+28.71%	+28.11%
2020	+18.42%	+39.14%
2019	+31.48%	+36.02%
2018	−4.43%	−1.36%
2017	+21.82%	+28.05%
2016	+11.97%	+6.82%
2015	+1.38%	+3.24%
2014	+13.67%	+15.80%
2013	+32.39%	+34.04%
2012	+16.00%	+16.88%
2011	−5.95%	−0.74%
2010	—	+16.85%
2009	—	+2.70%

---

Drawdowns

Tue 2011-05-10? to Tue 2025-10-21	Current Drawdown	Worst Drawdown
FXAIX ×	−0.24%	−33.79% 2020-03-23
Fidelity 500 Index Fund Mutual Fund
SCHG ×	−0.58%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund