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

Total Real Returns

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

FNDX real return snapshot: after CPI-U inflation, FNDX returned +25.73% over the past year and +10.31% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +239.08% in real purchasing-power return, or +10.00%/yr, and is currently −1.36% below its real total-return high on Jun. 4, 2026.

Thu 2013-08-15💬 to Tue 2026-06-09 YTD
Return
1 Year
Return
FNDX
×
+10.31%
2026-06-09
+25.73%
2026-06-09
Schwab Fundamental U.S. Large Company Index ETF NYSE Exchange-Traded Fund

Returns

Thu 2013-08-15💬 to Tue 2026-06-09 Overall
Return
Exponential
Trendline
FNDX
×
+239.08%
+10.00%/yr
+8.70%/yr
(R2=0.945)
Schwab Fundamental U.S. Large Company Index ETF NYSE Exchange-Traded Fund

Growth of $10,000

Thu 2013-08-15💬 to Tue 2026-06-09 Start
Value
End
Value
FNDX
×
$10,000.00
2013-08-15
$33,907.54
2026-06-09
Schwab Fundamental U.S. Large Company Index ETF NYSE Exchange-Traded Fund

Annual Returns

Year FNDX
2026 (YTD) +10.31%
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%

Drawdowns

Thu 2013-08-15💬 to Tue 2026-06-09 Current
Drawdown
Worst
Drawdown
FNDX
×
−1.36%
from 2026-06-04 peak
−37.74%
2020-03-23
from 2020-01-17 peak
Schwab Fundamental U.S. Large Company Index ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Tue 2026-06-09 1
Year
2
Years
3
Years
5
Years
10
Years
FNDX
×
+25.73% +35.25%
+16.30%/yr
+58.19%
+16.52%/yr
+47.00%
+8.01%/yr
+168.06%
+10.36%/yr
Schwab Fundamental U.S. Large Company Index ETF NYSE Exchange-Traded Fund