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

Total Real Returns

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

Tue 2016-06-14? to Tue 2026-03-31 YTD
Return
TRR
Price
SCHG
×
−11.54%
2026-03-31
6.992 TRR
2026-03-31
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
FSPGX
×
−10.73%
2026-03-31
3.59 TRR
2026-03-31
Fidelity Large Cap Growth Index Fund Institutional Premium Class Mutual Fund

Returns

Tue 2016-06-14? to Tue 2026-03-31 Overall
Return
Exponential
Trendline
SCHG
×
+249.53%
+13.63%/yr
+13.68%/yr
(R2=0.895)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
FSPGX
×
+258.99%
+13.94%/yr
+14.00%/yr
(R2=0.907)
Fidelity Large Cap Growth Index Fund Institutional Premium Class Mutual Fund

Growth of $10,000

Tue 2016-06-14? to Tue 2026-03-31 Start
Value
End
Value
SCHG
×
$10,000.00
2016-06-14
$34,953.20
2026-03-31
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
FSPGX
×
$10,000.00
2016-06-14
$35,898.54
2026-03-31
Fidelity Large Cap Growth Index Fund Institutional Premium Class Mutual Fund

Annual Returns

Year SCHG FSPGX
2026 (YTD) −11.54% −10.73%
2025 +14.46% +15.45%
2024 +31.19% +29.55%
2023 +45.23% +38.12%
2022 −35.96% −33.47%
2021 +19.70% +21.28%
2020 +37.28% +38.23%
2019 +32.99% +33.38%
2018 −3.23% −3.18%
2017 +25.41% +27.70%
2016 +4.66% +5.85%
2015 +2.49%
2014 +14.93%
2013 +32.06%
2012 +14.90%
2011 −3.61%
2010 +15.13%
2009 +2.81%

Drawdowns

Tue 2016-06-14? to Tue 2026-03-31 Current
Drawdown
Worst
Drawdown
SCHG
×
−14.15% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
FSPGX
×
−13.83% −36.89%
2022-10-14
Fidelity Large Cap Growth Index Fund Institutional Premium Class Mutual Fund