All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FLCSX,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Thu 2026-04-02 YTD
Return
TRR
Price
FLCSX
×
−2.24%
2026-04-02
9.04 TRR
2026-04-02
Fidelity Large Cap Stock Fund Mutual Fund
SCHD
×
+11.13%
2026-04-02
4.017 TRR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
FLCSX
×
+430.36%
+12.24%/yr
+9.87%/yr
(R2=0.941)
Fidelity Large Cap Stock Fund Mutual Fund
SCHD
×
+301.68%
+10.10%/yr
+9.24%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02 Start
Value
End
Value
FLCSX
×
$10,000.00
2011-10-20
$53,035.57
2026-04-02
Fidelity Large Cap Stock Fund Mutual Fund
SCHD
×
$10,000.00
2011-10-20
$40,168.24
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year FLCSX SCHD
2026 (YTD) −2.24% +11.13%
2025 +24.15% +1.63%
2024 +22.77% +8.54%
2023 +19.53% +1.18%
2022 −13.61% −9.14%
2021 +17.51% +21.34%
2020 +7.58% +13.45%
2019 +28.65% +24.45%
2018 −10.92% −7.32%
2017 +15.69% +18.36%
2016 +14.30% +14.07%
2015 −3.76% −1.02%
2014 +9.34% +10.84%
2013 +37.25% +30.92%
2012 +18.68% +9.50%
2011 −4.44% +5.72%
2010 +16.70%
2009 +46.48%
2008 −47.47%
2007 +8.59%
2006 +10.19%
2005 +3.95%
2004 +3.03%
2003 +22.82%
2002 −24.83%
2001 −18.99%
2000 −17.27%
1999 +26.87%
1998 +34.74%
1997 +22.68%
1996 +17.62%
1995 +6.60%

Drawdowns

Thu 2011-10-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
FLCSX
×
−6.50% −37.30%
2020-03-23
Fidelity Large Cap Stock Fund Mutual Fund
SCHD
×
−3.47% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund