All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2020-10-13? to Fri 2026-05-15 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+5.16%
2026-05-15 |
12.46 TR
2026-05-15 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+5.31%
2026-05-15 |
3.964 TR
2026-05-15 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| QQQM × |
+15.57%
2026-05-15 |
2.496 TR
2026-05-15 |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2020-10-13? to Fri 2026-05-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+130.35%
+16.11%/yr |
+15.59%/yr
(R2=0.748) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
+126.34%
+15.75%/yr |
+15.02%/yr
(R2=0.758) |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| QQQM × |
+149.61%
+17.79%/yr |
+15.26%/yr
(R2=0.751) |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| Tue 2020-10-13? to Fri 2026-05-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2020-10-13 |
$23,035.03
2026-05-15 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
$10,000.00
2020-10-13 |
$22,634.48
2026-05-15 |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| QQQM × |
$10,000.00
2020-10-13 |
$24,960.58
2026-05-15 |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHG | SWLGX | QQQM |
|---|---|---|---|
| 2026 (YTD) | +5.16% | +5.31% | +15.57% |
| 2025 | +17.50% | +18.55% | +20.85% |
| 2024 | +34.96% | +33.30% | +25.68% |
| 2023 | +50.10% | +42.67% | +55.01% |
| 2022 | −31.80% | −29.17% | −32.52% |
| 2021 | +28.11% | +27.55% | +27.45% |
| 2020 | +39.14% | +38.43% | +6.67% |
| 2019 | +36.02% | +36.30% | — |
| 2018 | −1.36% | −1.59% | — |
| 2017 | +28.05% | −0.48% | — |
| 2016 | +6.82% | — | — |
| 2015 | +3.24% | — | — |
| 2014 | +15.80% | — | — |
| 2013 | +34.04% | — | — |
| 2012 | +16.88% | — | — |
| 2011 | −0.74% | — | — |
| 2010 | +16.84% | — | — |
| 2009 | +2.70% | — | — |
| Tue 2020-10-13? to Fri 2026-05-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × |
−1.24%
from 2026-05-14 peak |
−34.59%
2023-01-05 from 2021-11-19 peak |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × |
−1.18%
from 2026-05-14 peak |
−32.69%
2022-10-14 from 2021-12-27 peak |
||||
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| QQQM × |
−1.51%
from 2026-05-14 peak |
−35.05%
2022-11-03 from 2021-11-19 peak |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| Period ending Fri 2026-05-15 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHG × | +25.01% |
+45.42% +20.61%/yr |
+107.44% +27.53%/yr |
+108.82% +15.86%/yr |
+469.87% +19.00%/yr |
|
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWLGX × | +25.29% |
+46.35% +20.99%/yr |
+103.58% +26.73%/yr |
+105.33% +15.47%/yr |
— | |
| Schwab U.S. Large-Cap Growth Index Fund Mutual Fund | ||||||
| QQQM × | +37.24% |
+58.45% +25.90%/yr |
+121.25% +30.30%/yr |
+124.53% +17.55%/yr |
— | |
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||