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 2026-06-10 YTD
Return 		1 Year
Return
SCHX × 		+6.51%
2026-06-10 		+21.08%
2026-06-10
Schwab U.S. Large-Cap ETF NYSE Exchange-Traded Fund
SCHG × 		+0.89%
2026-06-10 		+16.63%
2026-06-10
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHB × 		+7.16%
2026-06-10 		+21.93%
2026-06-10
Schwab U.S. Broad Market ETF NYSE Exchange-Traded Fund
SCHD × 		+18.60%
2026-06-10 		+24.33%
2026-06-10
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Returns

Thu 2011-10-20💬 to Wed 2026-06-10 Overall
Return 		Exponential
Trendline
SCHX × 		+666.47%
+14.93%/yr 		+13.54%/yr
(R2=0.979)
Schwab U.S. Large-Cap ETF NYSE Exchange-Traded Fund
SCHG × 		+927.28%
+17.25%/yr 		+16.57%/yr
(R2=0.975)
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHB × 		+640.50%
+14.66%/yr 		+13.14%/yr
(R2=0.977)
Schwab U.S. Broad Market ETF NYSE Exchange-Traded Fund
SCHD × 		+513.00%
+13.19%/yr 		+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20💬 to Wed 2026-06-10 Start
Value 		End
Value
SCHX × 		$10,000.00
2011-10-20 		$76,646.64
2026-06-10
Schwab U.S. Large-Cap ETF NYSE Exchange-Traded Fund
SCHG × 		$10,000.00
2011-10-20 		$102,728.38
2026-06-10
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHB × 		$10,000.00
2011-10-20 		$74,049.61
2026-06-10
Schwab U.S. Broad Market ETF NYSE Exchange-Traded Fund
SCHD × 		$10,000.00
2011-10-20 		$61,300.50
2026-06-10
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Annual Returns

Year SCHX SCHG SCHB SCHD
2026 (YTD) +6.51% +0.89% +7.16% +18.60%
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 2026-06-10 Current
Drawdown 		Worst
Drawdown
SCHX × 		−4.48%
from 2026-06-02 peak 		−34.33%
2020-03-23
from 2020-02-19 peak
Schwab U.S. Large-Cap ETF NYSE Exchange-Traded Fund
SCHG × 		−6.88%
from 2026-06-01 peak 		−34.59%
2023-01-05
from 2021-11-19 peak
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHB × 		−4.40%
from 2026-06-02 peak 		−35.27%
2020-03-23
from 2020-02-19 peak
Schwab U.S. Broad Market ETF NYSE Exchange-Traded Fund
SCHD × 		−1.74%
from 2026-05-22 peak 		−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-06-10 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
SCHX × 		+21.08% +38.69%
+17.77%/yr 		+75.52%
+20.63%/yr 		+78.80%
+12.32%/yr 		+304.64%
+15.00%/yr
Schwab U.S. Large-Cap ETF NYSE Exchange-Traded Fund
SCHG × 		+16.63% +36.06%
+16.64%/yr 		+85.56%
+22.88%/yr 		+92.75%
+14.02%/yr 		+432.24%
+18.20%/yr
Schwab U.S. Large-Cap Growth ETF NYSE Exchange-Traded Fund
SCHB × 		+21.93% +39.02%
+17.91%/yr 		+74.31%
+20.35%/yr 		+74.72%
+11.81%/yr 		+291.81%
+14.63%/yr
Schwab U.S. Broad Market ETF NYSE Exchange-Traded Fund
SCHD × 		+24.33% +34.22%
+15.85%/yr 		+50.87%
+14.69%/yr 		+49.72%
+8.41%/yr 		+228.74%
+12.64%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund