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 +26.22% over the past year and +16.69% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +258.66% in real purchasing-power return, or +10.32%/yr, and is currently −0.58% below its real total-return high on Aug. 14, 2026.

Data ending Mon Aug. 17, 2026

Growth of $10,000

Thu 2013-08-15💬 to Mon 2026-08-17 Overall
Return 		Exponential
Trendline
FNDX × 		+258.66%
+10.32%/yr 		+8.80%/yr
R2=0.946
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-08-15💬 to Mon 2026-08-17 Start
Value 		End
Value
FNDX × 		$10,000.00
2013-08-15 		$35,865.85
2026-08-17

This Year’s Performance

through 2026-08-17

  YTD YoY
FNDX × 		+16.69% +26.22%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FNDX × 		−0.58%
on 2026-08-17
from 2026-08-14 peak 		−37.74%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Mon 2026-08-17 1 yr 2 yr 3 yr 5 yr 10 yr
FNDX × 		+26.22% +37.45%
+17.24%/yr 		+64.79%
+18.12%/yr 		+57.38%
+9.49%/yr 		+175.33%
+10.66%/yr

Annual Returns

Year FNDX
2026 (YTD) +16.69%
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%