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 Fri 2025-06-20 YTD
Return
TR
Price
FXAIX
×
+2.41%
2025-06-20
5.69 TR
2025-06-20
Fidelity 500 Index Fund Mutual Fund
SCHG
×
−0.11%
2025-06-20
10.07 TR
2025-06-20
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Tue 2011-05-10? to Fri 2025-06-20 Overall
Return
Exponential
Trendline
FXAIX
×
+469.01%
+13.11%/yr
+13.34%/yr
(R2=0.979)
Fidelity 500 Index Fund Mutual Fund
SCHG
×
+672.80%
+15.59%/yr
+16.23%/yr
(R2=0.972)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Tue 2011-05-10? to Fri 2025-06-20 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-05-10
$56,901.04
2025-06-20
Fidelity 500 Index Fund Mutual Fund
SCHG
×
$10,000.00
2011-05-10
$77,280.05
2025-06-20
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year FXAIX SCHG
2025 (YTD) +2.41% −0.11%
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 +31.33% +36.02%
2018 −5.02% −1.36%
2017 +21.60% +28.05%
2016 +11.41% +6.82%
2015 +1.11% +3.24%
2014 +14.29% +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 Fri 2025-06-20 Current
Drawdown
Worst
Drawdown
FXAIX
×
−2.13% −33.79%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
SCHG
×
−4.34% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund