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 +18.66% over the past year and +14.36% YTD, with dividends reinvested. Since Aug. 15, 2013, FNDX is up +251.50% in real purchasing-power return, or +9.97%/yr, and is currently −3.30% below its real total-return high on Nov. 4, 2026.

Data ending Fri Nov. 6, 2026

Growth of $10,000

Thu 2013-08-15💬 to Fri 2026-11-06 Overall
Return 		Exponential
Trendline
FNDX × 		+251.50%
+9.97%/yr 		+8.92%/yr
R2=0.947
Schwab Fundamental U.S. Large Company Index ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2013-08-15💬 to Fri 2026-11-06 Start
Value 		End
Value
FNDX × 		$10,000.00
2013-08-15 		$35,150.32
2026-11-06

This Year’s Performance

through 2026-11-06

  YTD YoY
FNDX × 		+14.36% +18.66%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FNDX × 		−3.30%
on 2026-11-06
from 2026-11-04 peak 		−37.74%
on 2020-03-23
from 2020-01-17 peak

Rolling Returns

Period ending Fri 2026-11-06 1 yr 2 yr 3 yr 5 yr 10 yr
FNDX × 		+18.66% +25.87%
+12.19%/yr 		+63.30%
+17.76%/yr 		+48.82%
+8.28%/yr 		+182.48%
+10.94%/yr

Annual Returns

Year FNDX
2026 (YTD) +14.36%
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 +11.60%
2013 +11.58%