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