All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FNDX real return snapshot: after CPI-U inflation, FNDX returned +22.51% over the past year and +11.61% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +243.04% in real purchasing-power return, or +10.04%/yr, and is currently −0.32% below its real total-return high on Jun. 15, 2026.
Data ending Thu Jul. 2, 2026
| Thu 2013-08-15💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FNDX × |
+11.61%
2026-07-02 |
+22.51%
2026-07-02 |
||||
| Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund | ||||||
| Thu 2013-08-15💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FNDX × |
+243.04%
+10.04%/yr |
+8.73%/yr
(R2=0.946) |
||||
| Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund | ||||||
| Thu 2013-08-15💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FNDX × |
$10,000.00
2013-08-15 |
$34,303.96
2026-07-02 |
||||
| Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund | ||||||
| Year | FNDX |
|---|---|
| 2026 (YTD) | +11.61% |
| 2025 | +13.89% |
| 2024 | +13.50% |
| 2023 | +14.40% |
| 2022 | −12.58% |
| 2021 | +23.07% |
| 2020 | +7.65% |
| 2019 | +25.78% |
| 2018 | −9.04% |
| 2017 | +14.70% |
| 2016 | +14.03% |
| 2015 | −3.70% |
| 2014 | +11.61% |
| 2013 | +11.58% |
| Thu 2013-08-15💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FNDX × |
−0.32%
from 2026-06-15 peak |
−37.74%
2020-03-23 from 2020-01-17 peak |
||||
| Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FNDX × | +22.51% |
+35.08% +16.22%/yr |
+55.96% +15.97%/yr |
+50.80% +8.56%/yr |
+171.78% +10.52%/yr |
|
| Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund | ||||||