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 +24.71% over the past year and +14.24% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +251.14% in real purchasing-power return, or +10.18%/yr, and is currently at its real total-return high.

Data ending Tue Jul. 28, 2026

Growth of $10,000

Thu 2013-08-15šŸ’¬ to Tue 2026-07-28 Overall
Return 		Exponential
Trendline
FNDX × 		+251.14%
+10.18%/yr 		+8.77%/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 Tue 2026-07-28 Start
Value 		End
Value
FNDX × 		$10,000.00
2013-08-15 		$35,113.72
2026-07-28

This Yearā€™s Performance

through 2026-07-28

  YTD YoY
FNDX × 		+14.24% +24.71%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FNDX × 		—
on 2026-07-28 		āˆ’37.74%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Tue 2026-07-28 1 yr 2 yr 3 yr 5 yr 10 yr
FNDX × 		+24.71% +34.97%
+16.18%/yr 		+54.44%
+15.59%/yr 		+56.36%
+9.35%/yr 		+171.37%
+10.50%/yr

Annual Returns

Year FNDX
2026 (YTD) +14.24%
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 +11.61%
2013 +11.58%