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 2025-04-25 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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