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 +22.18% over the past year and +11.88% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +243.88% in real purchasing-power return, or +10.06%/yr, and is currently −0.07% below its real total-return high on Jun. 15, 2026.

Data ending Mon Jul. 6, 2026

Thu 2013-08-15💬 to Mon 2026-07-06 YTD
Return 		1 Year
Return
FNDX × 		+11.88%
2026-07-06 		+22.18%
2026-07-06
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Returns

Thu 2013-08-15💬 to Mon 2026-07-06 Overall
Return 		Exponential
Trendline
FNDX × 		+243.88%
+10.06%/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 Mon 2026-07-06 Start
Value 		End
Value
FNDX × 		$10,000.00
2013-08-15 		$34,387.51
2026-07-06
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Annual Returns

Year FNDX
2026 (YTD) +11.88%
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 Mon 2026-07-06 Current
Drawdown 		Worst
Drawdown
FNDX × 		−0.07%
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 Mon 2026-07-06 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
FNDX × 		+22.18% +35.18%
+16.27%/yr 		+57.93%
+16.46%/yr 		+53.03%
+8.88%/yr 		+173.54%
+10.59%/yr
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund