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

Total Real Returns

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

Thu 2011-10-20? to Mon 2025-05-12 YTD
Return
TR
Price
SCHX
×
−0.18%
2025-05-12
9.326 TR
2025-05-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
−2.92%
2025-05-12
9.789 TR
2025-05-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−2.39%
2025-05-12
4.835 TR
2025-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2025-05-12 Overall
Return
Exponential
Trendline
SCHX
×
+645.78%
+15.97%/yr
+14.95%/yr
(R2=0.979)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+741.30%
+17.01%/yr
+16.23%/yr
(R2=0.970)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+383.54%
+12.32%/yr
+12.45%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-05-12 Start
Value
End
Value
SCHX
×
$10,000.00
2011-10-20
$74,578.13
2025-05-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$84,129.60
2025-05-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$48,354.34
2025-05-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHX SCHG SCHD
2025 (YTD) −0.18% −2.92% −2.39%
2024 +26.46% +34.96% +11.66%
2023 +29.81% +50.10% +4.54%
2022 −19.41% −31.80% −3.26%
2021 +27.66% +28.11% +29.87%
2020 +20.81% +39.14% +15.03%
2019 +34.82% +36.02% +27.29%
2018 −3.51% −1.36% −5.56%
2017 +23.11% +28.05% +20.85%
2016 +15.34% +6.82% +16.45%
2015 +3.05% +3.24% −0.30%
2014 +15.46% +15.80% +11.69%
2013 +34.77% +34.04% +32.88%
2012 +18.88% +16.88% +11.39%
2011 +3.41% −0.74% +5.31%
2010 +17.15% +16.85%
2009 +7.34% +2.70%

Drawdowns

Thu 2011-10-20? to Mon 2025-05-12 Current
Drawdown
Worst
Drawdown
SCHX
×
−4.70% −34.33%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
−7.02% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
−8.85% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund