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

Total Real Returns

SCHB,SCHD,SCHG: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2025-01-17 YTD
Return
TR
Price
SCHB
×
+2.25%
2025-01-17
7.405 TR
2025-01-17
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+2.45%
2025-01-17
5.075 TR
2025-01-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
+1.51%
2025-01-17
10.23 TR
2025-01-17
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-01-17 Overall
Return
Exponential
Trendline
SCHB
×
+504.22%
+14.55%/yr
+12.89%/yr
(R2=0.970)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+407.51%
+13.05%/yr
+12.54%/yr
(R2=0.974)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
+779.61%
+17.84%/yr
+16.19%/yr
(R2=0.968)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-01-17 Start
Value
End
Value
SCHB
×
$10,000.00
2011-10-20
$60,422.25
2025-01-17
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$50,750.65
2025-01-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$87,960.95
2025-01-17
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHB SCHD SCHG
2025 (YTD) +2.25% +2.45% +1.51%
2024 +23.93% +11.66% +34.96%
2023 +26.16% +4.54% +50.10%
2022 −19.46% −3.26% −31.80%
2021 +25.84% +29.87% +28.11%
2020 +20.76% +15.03% +39.14%
2019 +30.79% +27.29% +36.02%
2018 −5.30% −5.56% −1.36%
2017 +21.20% +20.85% +28.05%
2016 +12.67% +16.45% +6.82%
2015 +0.40% −0.30% +3.24%
2014 +12.68% +11.69% +15.80%
2013 +33.19% +32.88% +34.04%
2012 +16.34% +11.39% +16.88%
2011 +1.37% +5.31% −0.74%
2010 +17.10% +16.85%
2009 +7.53% +2.70%

Drawdowns

Thu 2011-10-20? to Fri 2025-01-17 Current
Drawdown
Worst
Drawdown
SCHB
×
−1.72% −35.27%
2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
−4.33% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SCHG
×
−2.78% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund