All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2013-10-24? to Fri 2025-05-23 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHG × |
−3.17%
2025-05-23 |
9.764 TR
2025-05-23 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
FTEC × |
−4.09%
2025-05-23 |
7.929 TR
2025-05-23 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
FXAIX × |
−0.54%
2025-05-23 |
5.526 TR
2025-05-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Thu 2013-10-24? to Fri 2025-05-23 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHG × |
+453.26%
+15.92%/yr |
+16.17%/yr
(R2=0.953) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
FTEC × |
+692.87%
+19.58%/yr |
+20.76%/yr
(R2=0.968) |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
FXAIX × |
+305.39%
+12.85%/yr |
+12.81%/yr
(R2=0.965) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Thu 2013-10-24? to Fri 2025-05-23 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHG × |
$10,000.00
2013-10-24 |
$55,326.40
2025-05-23 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
FTEC × |
$10,000.00
2013-10-24 |
$79,287.32
2025-05-23 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
FXAIX × |
$10,000.00
2013-10-24 |
$40,538.86
2025-05-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Year | SCHG | FTEC | FXAIX |
---|---|---|---|
2025 (YTD) | −3.17% | −4.09% | −0.54% |
2024 | +34.96% | +29.40% | +25.01% |
2023 | +50.10% | +53.30% | +26.29% |
2022 | −31.80% | −29.59% | −18.14% |
2021 | +28.11% | +30.49% | +28.71% |
2020 | +39.14% | +45.83% | +18.42% |
2019 | +36.02% | +48.93% | +31.33% |
2018 | −1.36% | −0.39% | −5.02% |
2017 | +28.05% | +36.83% | +21.60% |
2016 | +6.82% | +13.91% | +11.41% |
2015 | +3.24% | +4.97% | +1.11% |
2014 | +15.80% | +18.34% | +14.29% |
2013 | +34.04% | +8.30% | +32.39% |
2012 | +16.88% | — | +16.00% |
2011 | −0.74% | — | −5.95% |
2010 | +16.85% | — | — |
2009 | +2.70% | — | — |
Thu 2013-10-24? to Fri 2025-05-23 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHG × | −7.26% |
−34.59%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
FTEC × | −7.92% |
−34.95%
2022-10-14 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
FXAIX × | −4.94% |
−33.79%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||