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