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

Total Real Returns

SCHG,SPY: Total Return Chart (with Dividends Reinvested)

Fri 2009-12-11? to Tue 2025-04-29 YTD
Return
TR
Price
SCHG
×
−8.73%
2025-04-29
9.202 TR
2025-04-29
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
−5.13%
2025-04-29
22.67 TR
2025-04-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Fri 2009-12-11? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
SCHG
×
+820.22%
+15.52%/yr
+15.96%/yr
(R2=0.977)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
+562.76%
+13.08%/yr
+13.39%/yr
(R2=0.983)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11? to Tue 2025-04-29 Start
Value
End
Value
SCHG
×
$10,000.00
2009-12-11
$92,021.87
2025-04-29
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
$10,000.00
2009-12-11
$66,276.02
2025-04-29
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SCHG SPY
2025 (YTD) −8.73% −5.13%
2024 +34.96% +24.89%
2023 +50.10% +26.18%
2022 −31.80% −18.18%
2021 +28.11% +28.73%
2020 +39.14% +18.33%
2019 +36.02% +31.22%
2018 −1.36% −4.57%
2017 +28.05% +21.71%
2016 +6.82% +12.00%
2015 +3.24% +1.23%
2014 +15.80% +13.46%
2013 +34.04% +32.31%
2012 +16.88% +15.99%
2011 −0.74% +1.89%
2010 +16.85% +15.06%
2009 +2.70% +26.35%
2008 −36.79%
2007 +5.15%
2006 +15.85%
2005 +4.83%
2004 +10.70%
2003 +28.18%
2002 −21.58%
2001 −11.76%
2000 −9.74%
1999 +20.39%
1998 +28.69%
1997 +33.48%
1996 +22.50%
1995 +38.06%
1994 +0.40%
1993 +8.71%

Drawdowns

Fri 2009-12-11? to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
SCHG
×
−12.59% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
−9.29% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund