All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2009-12-11? to Fri 2025-01-17 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SPY × |
+1.96%
2025-01-17 |
24.36 TR
2025-01-17 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHB × |
+2.25%
2025-01-17 |
7.405 TR
2025-01-17 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × |
+1.51%
2025-01-17 |
10.23 TR
2025-01-17 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Fri 2025-01-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SPY × |
+612.35%
+13.88%/yr |
+13.38%/yr
(R2=0.982) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHB × |
+598.68%
+13.74%/yr |
+13.08%/yr
(R2=0.978) |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × |
+923.48%
+16.65%/yr |
+15.92%/yr
(R2=0.976) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Fri 2025-01-17 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SPY × |
$10,000.00
2009-12-11 |
$71,234.86
2025-01-17 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHB × |
$10,000.00
2009-12-11 |
$69,867.55
2025-01-17 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × |
$10,000.00
2009-12-11 |
$102,347.96
2025-01-17 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| Year | SPY | SCHB | SCHG |
|---|---|---|---|
| 2025 (YTD) | +1.96% | +2.25% | +1.51% |
| 2024 | +24.89% | +23.93% | +34.96% |
| 2023 | +26.18% | +26.16% | +50.10% |
| 2022 | −18.18% | −19.46% | −31.80% |
| 2021 | +28.73% | +25.84% | +28.11% |
| 2020 | +18.33% | +20.76% | +39.14% |
| 2019 | +31.22% | +30.79% | +36.02% |
| 2018 | −4.57% | −5.30% | −1.36% |
| 2017 | +21.71% | +21.20% | +28.05% |
| 2016 | +12.00% | +12.67% | +6.82% |
| 2015 | +1.23% | +0.40% | +3.24% |
| 2014 | +13.46% | +12.68% | +15.80% |
| 2013 | +32.31% | +33.19% | +34.04% |
| 2012 | +15.99% | +16.34% | +16.88% |
| 2011 | +1.89% | +1.37% | −0.74% |
| 2010 | +15.06% | +17.10% | +16.85% |
| 2009 | +26.35% | +7.53% | +2.70% |
| 2008 | −36.79% | — | — |
| 2007 | +5.15% | — | — |
| 2006 | +15.85% | — | — |
| 2005 | +4.83% | — | — |
| 2004 | +10.69% | — | — |
| 2003 | +28.18% | — | — |
| 2002 | −21.59% | — | — |
| 2001 | −11.76% | — | — |
| 2000 | −9.74% | — | — |
| 1999 | +20.39% | — | — |
| 1998 | +28.69% | — | — |
| 1997 | +33.48% | — | — |
| 1996 | +22.50% | — | — |
| 1995 | +38.05% | — | — |
| 1994 | +0.40% | — | — |
| 1993 | +8.71% | — | — |
| Fri 2009-12-11? to Fri 2025-01-17 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SPY × | −1.35% |
−33.72%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| SCHB × | −1.72% |
−35.27%
2020-03-23 |
||||
| Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
| SCHG × | −2.78% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||