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