SCHX,FXAIX: Total Return Chart (with Dividends Reinvested)

Tue 2011-05-10? to Thu 2025-05-01	YTD Return	TR Price
SCHX ×	−3.08% 2025-05-01	8.917 TR 2025-05-01
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
FXAIX ×	−4.36% 2025-05-01	5.314 TR 2025-05-01
Fidelity 500 Index Fund Mutual Fund

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Returns

Tue 2011-05-10? to Thu 2025-05-01	Overall Return	Exponential Trendline
SCHX ×	+546.67% +14.29%/yr	+15.06%/yr (R2=0.980)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
FXAIX ×	+431.42% +12.69%/yr	+13.33%/yr (R2=0.978)
Fidelity 500 Index Fund Mutual Fund

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Growth of $10,000

Tue 2011-05-10? to Thu 2025-05-01	Start Value	End Value
SCHX ×	$10,000.00 2011-05-10	$64,667.43 2025-05-01
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
FXAIX ×	$10,000.00 2011-05-10	$53,142.13 2025-05-01
Fidelity 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHX	FXAIX
2025 (YTD)	−3.08%	−4.36%
2024	+26.46%	+25.01%
2023	+29.81%	+26.29%
2022	−19.41%	−18.14%
2021	+27.66%	+28.71%
2020	+20.81%	+18.42%
2019	+34.82%	+31.33%
2018	−3.51%	−5.02%
2017	+23.11%	+21.60%
2016	+15.34%	+11.41%
2015	+3.05%	+1.11%
2014	+15.46%	+14.29%
2013	+34.77%	+32.39%
2012	+18.88%	+16.00%
2011	+3.41%	−5.95%
2010	+17.15%	—
2009	+7.34%	—

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Drawdowns

Tue 2011-05-10? to Thu 2025-05-01	Current Drawdown	Worst Drawdown
SCHX ×	−8.88%	−34.33% 2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
FXAIX ×	−8.59%	−33.79% 2020-03-23
Fidelity 500 Index Fund Mutual Fund