All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

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

Tue 2011-05-10? to Thu 2026-04-02 YTD
Return
TR
Price
FXAIX
×
−3.53%
2026-04-02
6.408 TR
2026-04-02
Fidelity 500 Index Fund Mutual Fund
SCHG
×
−9.70%
2026-04-02
10.7 TR
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Tue 2011-05-10? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
FXAIX
×
+540.83%
+13.28%/yr
+13.68%/yr
(R2=0.982)
Fidelity 500 Index Fund Mutual Fund
SCHG
×
+720.92%
+15.18%/yr
+16.49%/yr
(R2=0.976)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Tue 2011-05-10? to Thu 2026-04-02 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-05-10
$64,083.43
2026-04-02
Fidelity 500 Index Fund Mutual Fund
SCHG
×
$10,000.00
2011-05-10
$82,091.63
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year FXAIX SCHG
2026 (YTD) −3.53% −9.70%
2025 +18.20% +17.50%
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 +16.84%
2009 +2.70%

Drawdowns

Tue 2011-05-10? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
FXAIX
×
−5.44% −33.79%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
SCHG
×
−12.48% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund