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 Tue 2025-07-15 YTD
Return
TR
Price
SCHX
×
+6.93%
2025-07-15
7.96 TR
2025-07-15
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+5.95%
2025-07-15
10.68 TR
2025-07-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
+24.59%
2025-07-15
373.61 TR
2025-07-15
Charles Schwab Corp NYSE Common Stock
SCHD
×
+0.21%
2025-07-15
4.964 TR
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
SCHX
×
+555.14%
+14.67%/yr
+13.29%/yr
(R2=0.976)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+818.13%
+17.52%/yr
+16.28%/yr
(R2=0.971)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
+806.78%
+17.41%/yr
+14.62%/yr
(R2=0.861)
Charles Schwab Corp NYSE Common Stock
SCHD
×
+396.43%
+12.37%/yr
+12.38%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Tue 2025-07-15 Start
Value
End
Value
SCHX
×
$10,000.00
2011-10-20
$65,514.49
2025-07-15
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$91,812.57
2025-07-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
$10,000.00
2011-10-20
$90,677.83
2025-07-15
Charles Schwab Corp NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$49,642.51
2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHX SCHG SCHW SCHD
2025 (YTD) +6.93% +5.95% +24.59% +0.21%
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 −29.55%
2001 −45.35%
2000 +11.41%
1999 +36.35%
1998 +101.79%
1997 +97.55%
1996 +60.19%
1995 +74.42%
1994 +8.76%
1993 +87.31%
1992 −13.22%
1991 +304.09%
1990 −17.29%
1989 +106.48%
1988 +12.44%
1987 −63.62%

Drawdowns

Thu 2011-10-20? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
SCHX
×
−0.56% −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
×
−1.54% −51.08%
2020-03-12
Charles Schwab Corp NYSE Common Stock
SCHD
×
−6.42% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund