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

Total Real Returns

SCHX,SPY,SCHB: Total Return Chart (with Dividends Reinvested)

Tue 2009-11-03? to Fri 2025-08-15 YTD
Return
TR
Price
SCHX
×
+10.53%
2025-08-15
8.228 TR
2025-08-15
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
+10.44%
2025-08-15
26.39 TR
2025-08-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHB
×
+9.94%
2025-08-15
7.962 TR
2025-08-15
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Returns

Tue 2009-11-03? to Fri 2025-08-15 Overall
Return
Exponential
Trendline
SCHX
×
+722.78%
+14.29%/yr
+13.42%/yr
(R2=0.983)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
+719.23%
+14.26%/yr
+13.42%/yr
(R2=0.984)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHB
×
+696.21%
+14.05%/yr
+13.11%/yr
(R2=0.981)
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Growth of $10,000

Tue 2009-11-03? to Fri 2025-08-15 Start
Value
End
Value
SCHX
×
$10,000.00
2009-11-03
$82,278.07
2025-08-15
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
$10,000.00
2009-11-03
$81,923.15
2025-08-15
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHB
×
$10,000.00
2009-11-03
$79,621.31
2025-08-15
Schwab U.S. Broad Market ETF Exchange-Traded Fund

Annual Returns

Year SCHX SPY SCHB
2025 (YTD) +10.53% +10.44% +9.94%
2024 +24.88% +24.89% +23.93%
2023 +26.84% +26.18% +26.16%
2022 −19.41% −18.18% −19.46%
2021 +26.81% +28.73% +25.84%
2020 +20.81% +18.33% +20.76%
2019 +31.22% +31.22% +30.79%
2018 −4.52% −4.57% −5.30%
2017 +21.95% +21.71% +21.20%
2016 +12.01% +12.00% +12.67%
2015 +1.05% +1.23% +0.40%
2014 +13.33% +13.46% +12.68%
2013 +32.42% +32.31% +33.19%
2012 +16.09% +15.99% +16.34%
2011 +1.54% +1.90% +1.37%
2010 +15.92% +15.06% +17.10%
2009 +7.34% +26.35% +7.53%
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

Tue 2009-11-03? to Fri 2025-08-15 Current
Drawdown
Worst
Drawdown
SCHX
×
−0.27% −34.33%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
−0.23% −33.72%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
SCHB
×
−0.36% −35.27%
2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund