All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FXAIX,SCHG: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2011-05-10? to Thu 2026-04-02 YTD
Return
TRR
Price
FXAIX
×
−4.57%
2026-04-02
4.407 TRR
2026-04-02
Fidelity 500 Index Fund Mutual Fund
SCHG
×
−10.66%
2026-04-02
7.062 TRR
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Returns

Tue 2011-05-10? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
FXAIX
×
+340.66%
+10.47%/yr
+10.76%/yr
(R2=0.965)
Fidelity 500 Index Fund Mutual Fund
SCHG
×
+464.47%
+12.32%/yr
+13.49%/yr
(R2=0.962)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Growth of $10,000

Tue 2011-05-10? to Thu 2026-04-02 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-05-10
$44,066.10
2026-04-02
Fidelity 500 Index Fund Mutual Fund
SCHG
×
$10,000.00
2011-05-10
$56,446.66
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund

Annual Returns

Year FXAIX SCHG
2026 (YTD) −4.57% −10.66%
2025 +15.12% +14.42%
2024 +21.51% +31.18%
2023 +22.20% +45.30%
2022 −23.11% −35.96%
2021 +20.25% +19.70%
2020 +16.83% +37.28%
2019 +28.55% +32.99%
2018 −6.22% −3.23%
2017 +19.31% +25.39%
2016 +9.70% +4.65%
2015 +0.65% +2.50%
2014 +12.81% +14.93%
2013 +30.43% +32.06%
2012 +14.02% +14.89%
2011 −6.13% −3.61%
2010 +15.13%
2009 +2.83%

Drawdowns

Tue 2011-05-10? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
FXAIX
×
−6.28% −33.75%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
SCHG
×
−13.32% −38.96%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund