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

Total Real Returns

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

Thu 2011-07-14? to Thu 2025-07-17 YTD
Return
TRR
Price
SCHG
×
+4.46%
2025-07-17
7.214 TRR
2025-07-17
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+5.07%
2025-07-17
5.212 TRR
2025-07-17
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHZ
×
+0.83%
2025-07-17
0.9158 TRR
2025-07-17
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Returns

Thu 2011-07-14? to Thu 2025-07-17 Overall
Return
Exponential
Trendline
SCHG
×
+496.15%
+13.59%/yr
+13.37%/yr
(R2=0.955)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+309.59%
+10.59%/yr
+10.16%/yr
(R2=0.947)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHZ
×
−8.42%
−0.63%/yr
−0.85%/yr
(R2=0.168)
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-07-14? to Thu 2025-07-17 Start
Value
End
Value
SCHG
×
$10,000.00
2011-07-14
$59,615.00
2025-07-17
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
$10,000.00
2011-07-14
$40,958.97
2025-07-17
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHZ
×
$10,000.00
2011-07-14
$9,158.02
2025-07-17
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHB SCHZ
2025 (YTD) +4.46% +5.07% +0.83%
2024 +31.15% +20.45% −1.56%
2023 +45.25% +22.10% +2.17%
2022 −35.93% −24.37% −18.42%
2021 +19.65% +17.55% −8.18%
2020 +37.35% +19.16% +6.00%
2019 +32.99% +27.87% +6.22%
2018 −3.26% −7.06% −1.90%
2017 +25.43% +18.65% +1.33%
2016 +4.65% +10.40% +0.15%
2015 +2.49% −0.32% −0.30%
2014 +14.93% +11.84% +5.46%
2013 +32.06% +31.20% −3.43%
2012 +14.89% +14.37% +1.53%
2011 −3.61% −1.56% +4.31%
2010 +15.13% +15.37%
2009 +2.81% +7.65%

Drawdowns

Thu 2011-07-14? to Thu 2025-07-17 Current
Drawdown
Worst
Drawdown
SCHG
×
0.00% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
0.00% −35.23%
2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHZ
×
−24.88% −30.90%
2023-10-19
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund