All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2011-05-10? to Fri 2025-04-25 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
−5.72%
2025-04-25 |
5.239 TR
2025-04-25 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SCHG × |
−9.20%
2025-04-25 |
9.155 TR
2025-04-25 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Fri 2025-04-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+423.86%
+12.59%/yr |
+13.33%/yr
(R2=0.978) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SCHG × |
+602.50%
+14.99%/yr |
+16.21%/yr
(R2=0.972) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Fri 2025-04-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-05-10 |
$52,386.07
2025-04-25 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SCHG × |
$10,000.00
2011-05-10 |
$70,249.54
2025-04-25 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Year | FXAIX | SCHG |
---|---|---|
2025 (YTD) | −5.72% | −9.20% |
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% |
Tue 2011-05-10? to Fri 2025-04-25 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −9.89% |
−33.79%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SCHG × | −13.04% |
−34.59%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||