SCHX,SWNRX: Total Return Chart (with Dividends Reinvested)

Wed 2013-01-23? 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
SWNRX ×	−3.80% 2025-04-16	2.046 TR 2025-04-16
Schwab Target 2050 Fund Mutual Fund

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Returns

Wed 2013-01-23? to Wed 2025-04-16	Overall Return	Exponential Trendline
SCHX ×	+416.80% +14.38%/yr	+14.49%/yr (R2=0.973)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWNRX ×	+104.56% +6.03%/yr	+5.36%/yr (R2=0.833)
Schwab Target 2050 Fund Mutual Fund

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Growth of $10,000

Wed 2013-01-23? to Wed 2025-04-16	Start Value	End Value
SCHX ×	$10,000.00 2013-01-23	$51,680.36 2025-04-16
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SWNRX ×	$10,000.00 2013-01-23	$20,455.52 2025-04-16
Schwab Target 2050 Fund Mutual Fund

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Annual Returns

Year	SCHX	SWNRX
2025 (YTD)	−10.18%	−3.80%
2024	+26.46%	+12.28%
2023	+29.81%	+18.89%
2022	−19.41%	−24.58%
2021	+27.66%	+14.36%
2020	+20.81%	+13.81%
2019	+34.82%	+20.70%
2018	−3.51%	−13.57%
2017	+23.11%	+21.70%
2016	+15.34%	+3.08%
2015	+3.05%	−3.89%
2014	+15.46%	+5.29%
2013	+34.77%	+22.53%
2012	+18.88%	—
2011	+3.41%	—
2010	+17.15%	—
2009	+7.34%	—

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Drawdowns

Wed 2013-01-23? 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
SWNRX ×	−9.00%	−33.04% 2020-03-23
Schwab Target 2050 Fund Mutual Fund