All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2009-11-03? to Wed 2025-04-16 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
−10.18%
2025-04-16 |
8.392 TR
2025-04-16 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPY × |
−10.04%
2025-04-16 |
21.5 TR
2025-04-16 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2009-11-03? to Wed 2025-04-16 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+739.19%
+14.76%/yr |
+15.17%/yr
(R2=0.984) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPY × |
+567.29%
+13.07%/yr |
+13.40%/yr
(R2=0.983) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2009-11-03? to Wed 2025-04-16 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2009-11-03 |
$83,919.48
2025-04-16 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPY × |
$10,000.00
2009-11-03 |
$66,729.04
2025-04-16 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Year | SCHX | SPY |
---|---|---|
2025 (YTD) | −10.18% | −10.04% |
2024 | +26.46% | +24.89% |
2023 | +29.81% | +26.18% |
2022 | −19.41% | −18.18% |
2021 | +27.66% | +28.73% |
2020 | +20.81% | +18.33% |
2019 | +34.82% | +31.22% |
2018 | −3.51% | −4.57% |
2017 | +23.11% | +21.71% |
2016 | +15.34% | +12.00% |
2015 | +3.05% | +1.23% |
2014 | +15.46% | +13.46% |
2013 | +34.77% | +32.31% |
2012 | +18.88% | +15.99% |
2011 | +3.41% | +1.89% |
2010 | +17.15% | +15.06% |
2009 | +7.34% | +26.35% |
2008 | — | −36.79% |
2007 | — | +5.15% |
2006 | — | +15.85% |
2005 | — | +4.83% |
2004 | — | +10.70% |
2003 | — | +28.18% |
2002 | — | −21.58% |
2001 | — | −11.76% |
2000 | — | −9.74% |
1999 | — | +20.39% |
1998 | — | +28.69% |
1997 | — | +33.48% |
1996 | — | +22.50% |
1995 | — | +38.06% |
1994 | — | +0.40% |
1993 | — | +8.71% |
Tue 2009-11-03? to Wed 2025-04-16 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −14.25% |
−34.33%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPY × | −13.98% |
−33.72%
2020-03-23 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||