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