All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2011-05-10? to Tue 2025-07-08 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+6.48%
2025-07-08 |
25.45 TR
2025-07-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| FXAIX × |
+6.87%
2025-07-08 |
5.938 TR
2025-07-08 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| SCHG × |
+4.91%
2025-07-08 |
10.58 TR
2025-07-08 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Tue 2011-05-10? to Tue 2025-07-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+490.86%
+13.36%/yr |
+13.38%/yr
(R2=0.979) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| FXAIX × |
+493.82%
+13.40%/yr |
+13.35%/yr
(R2=0.979) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| SCHG × |
+711.66%
+15.93%/yr |
+16.24%/yr
(R2=0.973) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Tue 2011-05-10? to Tue 2025-07-08 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2011-05-10 |
$59,086.30
2025-07-08 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| FXAIX × |
$10,000.00
2011-05-10 |
$59,381.79
2025-07-08 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| SCHG × |
$10,000.00
2011-05-10 |
$81,166.03
2025-07-08 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Year | SPY | FXAIX | SCHG |
|---|---|---|---|
| 2025 (YTD) | +6.48% | +6.87% | +4.91% |
| 2024 | +24.89% | +25.01% | +34.96% |
| 2023 | +26.18% | +26.29% | +50.10% |
| 2022 | −18.18% | −18.14% | −31.80% |
| 2021 | +28.73% | +28.71% | +28.11% |
| 2020 | +18.33% | +18.42% | +39.14% |
| 2019 | +31.22% | +31.33% | +36.02% |
| 2018 | −4.57% | −5.02% | −1.36% |
| 2017 | +21.71% | +21.60% | +28.05% |
| 2016 | +12.00% | +11.41% | +6.82% |
| 2015 | +1.23% | +1.11% | +3.24% |
| 2014 | +13.46% | +14.29% | +15.80% |
| 2013 | +32.31% | +32.39% | +34.04% |
| 2012 | +15.99% | +16.00% | +16.88% |
| 2011 | +1.90% | −5.95% | −0.74% |
| 2010 | +15.06% | — | +16.85% |
| 2009 | +26.35% | — | +2.70% |
| 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 2011-05-10? to Tue 2025-07-08 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −0.80% |
−33.72%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| FXAIX × | −0.85% |
−33.79%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| SCHG × | −0.82% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||