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

Thu 2013-10-24? to Tue 2025-07-01	YTD Return	TR Price
SCHG ×	+3.98% 2025-07-01	10.48 TR 2025-07-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD ×	+0.89% 2025-07-01	4.998 TR 2025-07-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FTEC ×	+5.91% 2025-07-01	8.756 TR 2025-07-01
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund
FXAIX ×	+6.38% 2025-07-01	5.911 TR 2025-07-01
Fidelity 500 Index Fund Mutual Fund

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Returns

Thu 2013-10-24? to Tue 2025-07-01	Overall Return	Exponential Trendline
SCHG ×	+494.07% +16.47%/yr	+16.21%/yr (R2=0.954)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD ×	+239.01% +11.01%/yr	+11.97%/yr (R2=0.962)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FTEC ×	+775.56% +20.40%/yr	+20.76%/yr (R2=0.969)
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund
FXAIX ×	+333.59% +13.38%/yr	+12.84%/yr (R2=0.966)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2013-10-24? to Tue 2025-07-01	Start Value	End Value
SCHG ×	$10,000.00 2013-10-24	$59,407.16 2025-07-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2013-10-24	$33,901.49 2025-07-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FTEC ×	$10,000.00 2013-10-24	$87,555.54 2025-07-01
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund
FXAIX ×	$10,000.00 2013-10-24	$43,358.88 2025-07-01
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHG	SCHD	FTEC	FXAIX
2025 (YTD)	+3.98%	+0.89%	+5.91%	+6.38%
2024	+34.96%	+11.66%	+29.40%	+25.01%
2023	+50.10%	+4.54%	+53.30%	+26.29%
2022	−31.80%	−3.26%	−29.59%	−18.14%
2021	+28.11%	+29.87%	+30.49%	+28.71%
2020	+39.14%	+15.03%	+45.83%	+18.42%
2019	+36.02%	+27.29%	+48.93%	+31.33%
2018	−1.36%	−5.56%	−0.39%	−5.02%
2017	+28.05%	+20.85%	+36.83%	+21.60%
2016	+6.82%	+16.45%	+13.91%	+11.41%
2015	+3.24%	−0.30%	+4.97%	+1.11%
2014	+15.80%	+11.69%	+18.34%	+14.29%
2013	+34.04%	+32.88%	+8.30%	+32.39%
2012	+16.88%	+11.39%	—	+16.00%
2011	−0.74%	+5.31%	—	−5.95%
2010	+16.85%	—	—	—
2009	+2.70%	—	—	—

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Drawdowns

Thu 2013-10-24? to Tue 2025-07-01	Current Drawdown	Worst Drawdown
SCHG ×	−0.99%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD ×	−5.79%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FTEC ×	−0.98%	−34.95% 2022-10-14
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund
FXAIX ×	−0.11%	−33.79% 2020-03-23
Fidelity 500 Index Fund Mutual Fund