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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-08-08 YTD
Return
TR
Price
SCHX
×
+9.40%
2025-08-08
8.144 TR
2025-08-08
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+9.26%
2025-08-08
11.02 TR
2025-08-08
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
+32.40%
2025-08-08
397.06 TR
2025-08-08
Charles Schwab Corp NYSE Common Stock
SCHD
×
+0.25%
2025-08-08
4.966 TR
2025-08-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2025-08-08 Overall
Return
Exponential
Trendline
SCHX
×
+570.30%
+14.78%/yr
+13.31%/yr
(R2=0.976)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+846.79%
+17.69%/yr
+16.31%/yr
(R2=0.971)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
+863.63%
+17.84%/yr
+14.63%/yr
(R2=0.863)
Charles Schwab Corp NYSE Common Stock
SCHD
×
+396.61%
+12.31%/yr
+12.35%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-08 Start
Value
End
Value
SCHX
×
$10,000.00
2011-10-20
$67,030.05
2025-08-08
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$94,678.80
2025-08-08
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
$10,000.00
2011-10-20
$96,363.06
2025-08-08
Charles Schwab Corp NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$49,660.98
2025-08-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHX SCHG SCHW SCHD
2025 (YTD) +9.40% +9.26% +32.40% +0.25%
2024 +24.88% +34.96% +9.17% +11.66%
2023 +26.84% +50.10% −15.97% +4.54%
2022 −19.41% −31.80% +0.11% −3.26%
2021 +26.81% +28.11% +60.23% +29.87%
2020 +20.81% +39.14% +13.57% +15.03%
2019 +31.22% +36.02% +16.38% +27.29%
2018 −4.52% −1.36% −18.43% −5.56%
2017 +21.95% +28.05% +31.15% +20.85%
2016 +12.01% +6.82% +21.01% +16.45%
2015 +1.05% +3.24% +9.92% −0.30%
2014 +13.33% +15.80% +17.18% +11.69%
2013 +32.42% +34.04% +83.30% +32.88%
2012 +16.09% +16.88% +29.88% +11.39%
2011 +1.54% −0.74% −33.13% +5.31%
2010 +15.92% +16.85% −7.77%
2009 +7.34% +2.70% +18.07%
2008 −36.02%
2007 +39.94%
2006 +32.90%
2005 +23.56%
2004 +1.77%
2003 +9.66%
2002 −29.56%
2001 −45.35%
2000 +11.42%
1999 +36.34%
1998 +101.79%
1997 +97.55%
1996 +60.19%
1995 +74.43%
1994 +8.76%
1993 +87.31%
1992 −13.21%
1991 +303.86%
1990 −17.24%
1989 +106.50%
1988 +12.49%
1987 −63.64%

Drawdowns

Thu 2011-10-20? to Fri 2025-08-08 Current
Drawdown
Worst
Drawdown
SCHX
×
−0.12% −34.33%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
0.00% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
−1.23% −51.08%
2020-03-12
Charles Schwab Corp NYSE Common Stock
SCHD
×
−6.39% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund