All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Thu 2025-07-17 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+6.89%
2025-07-17 |
10.78 TR
2025-07-17 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+7.82%
2025-07-17 |
11.48 TR
2025-07-17 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+1.22%
2025-07-17 |
5.014 TR
2025-07-17 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-07-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+826.23%
+17.58%/yr |
+16.28%/yr
(R2=0.971) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+564.70%
+14.78%/yr |
+13.36%/yr
(R2=0.978) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
+401.41%
+12.45%/yr |
+12.37%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Thu 2011-10-20? to Thu 2025-07-17 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2011-10-20 |
$92,622.59
2025-07-17 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2011-10-20 |
$66,469.98
2025-07-17 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$50,141.33
2025-07-17 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | SCHG | SWPPX | SCHD |
|---|---|---|---|
| 2025 (YTD) | +6.89% | +7.82% | +1.22% |
| 2024 | +34.96% | +24.97% | +11.66% |
| 2023 | +50.10% | +26.26% | +4.54% |
| 2022 | −31.80% | −18.14% | −3.26% |
| 2021 | +28.11% | +28.67% | +29.87% |
| 2020 | +39.14% | +18.38% | +15.03% |
| 2019 | +36.02% | +31.45% | +27.29% |
| 2018 | −1.36% | −4.47% | −5.56% |
| 2017 | +28.05% | +21.81% | +20.85% |
| 2016 | +6.82% | +11.82% | +16.45% |
| 2015 | +3.24% | +1.31% | −0.30% |
| 2014 | +15.80% | +13.55% | +11.69% |
| 2013 | +34.04% | +32.26% | +32.88% |
| 2012 | +16.88% | +15.89% | +11.39% |
| 2011 | −0.74% | +2.02% | +5.31% |
| 2010 | +16.85% | +14.98% | — |
| 2009 | +2.70% | +26.26% | — |
| 2008 | — | −36.70% | — |
| 2007 | — | +5.45% | — |
| 2006 | — | +15.68% | — |
| 2005 | — | +4.78% | — |
| 2004 | — | +10.70% | — |
| 2003 | — | +28.47% | — |
| 2002 | — | −22.18% | — |
| 2001 | — | −12.04% | — |
| 2000 | — | −9.19% | — |
| 1999 | — | +20.80% | — |
| 1998 | — | +28.26% | — |
| 1997 | — | +9.33% | — |
| Thu 2011-10-20? to Thu 2025-07-17 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHG × | 0.00% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SWPPX × | 0.00% |
−33.80%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| SCHD × | −5.48% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||