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 Fri 2024-11-22 YTD
Return
TRR
Price
SCHG
×
+29.00%
2024-11-22
6.793 TRR
2024-11-22
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
AVUV
×
+14.61%
2024-11-22
1.839 TRR
2024-11-22
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
+15.96%
2024-11-22
5.027 TRR
2024-11-22
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2019-09-26? to Fri 2024-11-22 Overall
Return
Exponential
Trendline
SCHG
×
+117.48%
+16.26%/yr
+9.07%/yr
(R2=0.427)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
AVUV
×
+83.92%
+12.54%/yr
+12.47%/yr
(R2=0.562)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
+40.97%
+6.88%/yr
+2.66%/yr
(R2=0.073)
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2019-09-26? to Fri 2024-11-22 Start
Value
End
Value
SCHG
×
$10,000.00
2019-09-26
$21,748.42
2024-11-22
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
AVUV
×
$10,000.00
2019-09-26
$18,392.14
2024-11-22
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
$10,000.00
2019-09-26
$14,096.74
2024-11-22
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHG AVUV IJT
2024 (YTD) +29.00% +14.61% +15.96%
2023 +45.26% +18.85% +13.32%
2022 −35.94% −10.69% −26.10%
2021 +19.71% +32.83% +14.33%
2020 +37.23% +5.00% +17.62%
2019 +33.02% +8.39% +18.27%
2018 −3.23% −6.18%
2017 +25.41% +12.10%
2016 +4.65% +19.58%
2015 +2.50% +1.95%
2014 +14.93% +3.22%
2013 +32.05% +40.15%
2012 +14.90% +12.54%
2011 −3.61% +0.28%
2010 +15.12% +26.36%
2009 +2.82% +25.38%
2008 −33.46%
2007 +1.52%
2006 +7.82%
2005 +5.41%
2004 +17.33%
2003 +34.46%
2002 −17.04%
2001 −3.26%
2000 +0.95%

Drawdowns

Thu 2019-09-26? to Fri 2024-11-22 Current
Drawdown
Worst
Drawdown
SCHG
×
−1.26% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
AVUV
×
−0.15% −49.67%
2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
−6.62% −40.29%
2020-03-23
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund