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 +20.40% over the past year and +14.79% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +252.84% in real purchasing-power return, or +10.09%/yr, and is currently āˆ’2.27% below its real total-return high on Sep. 3, 2026.

Data ending Fri Sep. 25, 2026

Growth of $10,000

Thu 2013-08-15šŸ’¬ to Fri 2026-09-25 Overall
Return 		Exponential
Trendline
FNDX × 		+252.84%
+10.09%/yr 		+8.87%/yr
R2=0.946
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-08-15šŸ’¬ to Fri 2026-09-25 Start
Value 		End
Value
FNDX × 		$10,000.00
2013-08-15 		$35,283.65
2026-09-25

This Yearā€™s Performance

through 2026-09-25

  YTD YoY
FNDX × 		+14.79% +20.40%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FNDX × 		āˆ’2.27%
on 2026-09-25
from 2026-09-03 peak 		āˆ’37.74%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-09-25 1 yr 2 yr 3 yr 5 yr 10 yr
FNDX × 		+20.40% +31.58%
+14.71%/yr 		+63.63%
+17.84%/yr 		+56.10%
+9.31%/yr 		+174.81%
+10.64%/yr

Annual Returns

Year FNDX
2026 (YTD) +14.79%
2025 +13.89%
2024 +13.50%
2023 +14.40%
2022 āˆ’12.58%
2021 +23.07%
2020 +7.65%
2019 +25.78%
2018 āˆ’9.04%
2017 +14.70%
2016 +14.03%
2015 āˆ’3.70%
2014 +11.60%
2013 +11.58%