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 +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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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