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

Thu 2011-10-20? to Fri 2025-05-30	YTD Return	TR Price
SCHG ×	−1.01% 2025-05-30	9.981 TR 2025-05-30
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD ×	−3.35% 2025-05-30	4.788 TR 2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+1.34% 2025-05-30	5.631 TR 2025-05-30
Fidelity 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Fri 2025-05-30	Overall Return	Exponential Trendline
SCHG ×	+757.79% +17.11%/yr	+16.24%/yr (R2=0.970)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD ×	+378.79% +12.20%/yr	+12.42%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	+522.43% +14.38%/yr	+13.24%/yr (R2=0.977)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-30	Start Value	End Value
SCHG ×	$10,000.00 2011-10-20	$85,779.20 2025-05-30
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD ×	$10,000.00 2011-10-20	$47,878.67 2025-05-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	$10,000.00 2011-10-20	$62,243.11 2025-05-30
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHG	SCHD	FXAIX
2025 (YTD)	−1.01%	−3.35%	+1.34%
2024	+34.96%	+11.66%	+25.01%
2023	+50.10%	+4.54%	+26.29%
2022	−31.80%	−3.26%	−18.14%
2021	+28.11%	+29.87%	+28.71%
2020	+39.14%	+15.03%	+18.42%
2019	+36.02%	+27.29%	+31.33%
2018	−1.36%	−5.56%	−5.02%
2017	+28.05%	+20.85%	+21.60%
2016	+6.82%	+16.45%	+11.41%
2015	+3.24%	−0.30%	+1.11%
2014	+15.80%	+11.69%	+14.29%
2013	+34.04%	+32.88%	+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 2011-10-20? to Fri 2025-05-30	Current Drawdown	Worst Drawdown
SCHG ×	−5.20%	−34.59% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD ×	−9.74%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
FXAIX ×	−3.14%	−33.79% 2020-03-23
Fidelity 500 Index Fund Mutual Fund