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

Tue 2011-05-10? to Fri 2025-09-12	YTD Return	TR Price
FXAIX ×	+13.29% 2025-09-12	6.367 TR 2025-09-12
Fidelity 500 Index Fund Mutual Fund
SCHG ×	+13.00% 2025-09-12	11.39 TR 2025-09-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Returns

Tue 2011-05-10? to Fri 2025-09-12	Overall Return	Exponential Trendline
FXAIX ×	+536.72% +13.78%/yr	+13.54%/yr (R2=0.980)
Fidelity 500 Index Fund Mutual Fund
SCHG ×	+774.25% +16.32%/yr	+16.32%/yr (R2=0.974)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Growth of $10,000

Tue 2011-05-10? to Fri 2025-09-12	Start Value	End Value
FXAIX ×	$10,000.00 2011-05-10	$63,672.45 2025-09-12
Fidelity 500 Index Fund Mutual Fund
SCHG ×	$10,000.00 2011-05-10	$87,424.55 2025-09-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

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Annual Returns

Year	FXAIX	SCHG
2025 (YTD)	+13.29%	+13.00%
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%

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Drawdowns

Tue 2011-05-10? to Fri 2025-09-12	Current Drawdown	Worst Drawdown
FXAIX ×	−0.04%	−33.79% 2020-03-23
Fidelity 500 Index Fund Mutual Fund
SCHG ×	0.00%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund