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

Total Real Returns

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

Thu 2011-10-20? to Wed 2026-05-20 YTD
Return
1 Year
Return
SCHX
×
+8.63%
2026-05-20
+25.65%
2026-05-20
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+5.31%
2026-05-20
+24.73%
2026-05-20
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+9.07%
2026-05-20
+26.22%
2026-05-20
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+18.09%
2026-05-20
+25.98%
2026-05-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Wed 2026-05-20 Overall
Return
Exponential
Trendline
SCHX
×
+681.75%
+15.15%/yr
+13.52%/yr
(R2=0.979)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+972.29%
+17.67%/yr
+16.56%/yr
(R2=0.975)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+653.71%
+14.86%/yr
+13.12%/yr
(R2=0.977)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+510.34%
+13.21%/yr
+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Wed 2026-05-20 Start
Value
End
Value
SCHX
×
$10,000.00
2011-10-20
$78,175.28
2026-05-20
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$107,228.80
2026-05-20
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
$10,000.00
2011-10-20
$75,370.51
2026-05-20
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$61,034.47
2026-05-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHX SCHG SCHB SCHD
2026 (YTD) +8.63% +5.31% +9.07% +18.09%
2025 +17.46% +17.50% +16.94% +4.34%
2024 +24.88% +34.96% +23.93% +11.66%
2023 +26.84% +50.10% +26.16% +4.54%
2022 −19.41% −31.80% −19.46% −3.26%
2021 +26.81% +28.11% +25.84% +29.87%
2020 +20.81% +39.14% +20.76% +15.03%
2019 +31.22% +36.02% +30.79% +27.29%
2018 −4.52% −1.36% −5.30% −5.56%
2017 +21.95% +28.05% +21.20% +20.85%
2016 +12.01% +6.82% +12.67% +16.45%
2015 +1.05% +3.24% +0.40% −0.30%
2014 +13.33% +15.80% +12.68% +11.69%
2013 +32.42% +34.04% +33.19% +32.88%
2012 +16.09% +16.88% +16.34% +11.39%
2011 +1.55% −0.74% +1.37% +5.31%
2010 +15.92% +16.84% +17.10%
2009 +7.34% +2.70% +7.53%

Drawdowns

Thu 2011-10-20? to Wed 2026-05-20 Current
Drawdown
Worst
Drawdown
SCHX
×
−0.88%
from 2026-05-14 peak
−34.33%
2020-03-23
from 2020-02-19 peak
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
−1.10%
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
SCHB
×
−0.90%
from 2026-05-14 peak
−35.27%
2020-03-23
from 2020-02-19 peak
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-20 1
Year
2
Years
3
Years
5
Years
10
Years
SCHX
×
+25.65% +42.51%
+19.39%/yr
+84.14%
+22.54%/yr
+86.40%
+13.26%/yr
+322.26%
+15.50%/yr
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+24.73% +45.25%
+20.54%/yr
+102.60%
+26.50%/yr
+107.65%
+15.74%/yr
+466.75%
+18.95%/yr
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+26.22% +42.17%
+19.25%/yr
+82.74%
+22.23%/yr
+82.22%
+12.75%/yr
+308.67%
+15.12%/yr
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+25.98% +30.43%
+14.22%/yr
+52.64%
+15.12%/yr
+50.06%
+8.46%/yr
+238.00%
+12.95%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund