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

Total Real Returns

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

Thu 2019-09-26? to Wed 2025-01-15 YTD
Return
TRR
Price
SCHG
×
+1.00%
2025-01-15
6.975 TRR
2025-01-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
AVUV
×
+2.40%
2025-01-15
1.746 TRR
2025-01-15
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
+2.06%
2025-01-15
4.702 TRR
2025-01-15
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2019-09-26? to Wed 2025-01-15 Overall
Return
Exponential
Trendline
SCHG
×
+123.30%
+16.35%/yr
+9.68%/yr
(R2=0.467)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
AVUV
×
+74.56%
+11.07%/yr
+12.47%/yr
(R2=0.581)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
+31.85%
+5.35%/yr
+2.89%/yr
(R2=0.090)
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2019-09-26? to Wed 2025-01-15 Start
Value
End
Value
SCHG
×
$10,000.00
2019-09-26
$22,329.64
2025-01-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
AVUV
×
$10,000.00
2019-09-26
$17,456.34
2025-01-15
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
$10,000.00
2019-09-26
$13,184.63
2025-01-15
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHG AVUV IJT
2025 (YTD) +1.00% +2.40% +2.06%
2024 +31.17% +6.22% +6.26%
2023 +45.19% +18.85% +13.33%
2022 −35.91% −10.70% −26.10%
2021 +19.69% +32.86% +14.32%
2020 +37.21% +5.00% +17.62%
2019 +33.08% +8.40% +18.28%
2018 −3.24% −6.19%
2017 +25.38% +12.10%
2016 +4.66% +19.58%
2015 +2.49% +1.94%
2014 +14.93% +3.23%
2013 +32.06% +40.16%
2012 +14.91% +12.51%
2011 −3.62% +0.31%
2010 +15.12% +26.35%
2009 +2.82% +25.35%
2008 −33.44%
2007 +1.52%
2006 +7.82%
2005 +5.40%
2004 +17.35%
2003 +34.44%
2002 −17.02%
2001 −3.27%
2000 +0.95%

Drawdowns

Thu 2019-09-26? to Wed 2025-01-15 Current
Drawdown
Worst
Drawdown
SCHG
×
−3.29% −38.91%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
AVUV
×
−6.74% −49.67%
2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
−12.67% −40.29%
2020-03-23
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund