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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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