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 Fri 2025-05-23 YTD
Return
TRR
Price
SCHG
×
−4.87%
2025-05-23
6.571 TRR
2025-05-23
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
−3.08%
2025-05-23
4.808 TRR
2025-05-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHZ
×
−0.09%
2025-05-23
0.9072 TRR
2025-05-23
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Returns

Thu 2011-07-14? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
SCHG
×
+443.00%
+12.98%/yr
+13.35%/yr
(R2=0.954)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+277.90%
+10.07%/yr
+10.16%/yr
(R2=0.945)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHZ
×
−9.28%
−0.70%/yr
−0.82%/yr
(R2=0.155)
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-07-14? to Fri 2025-05-23 Start
Value
End
Value
SCHG
×
$10,000.00
2011-07-14
$54,300.10
2025-05-23
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
$10,000.00
2011-07-14
$37,789.81
2025-05-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHZ
×
$10,000.00
2011-07-14
$9,071.71
2025-05-23
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHB SCHZ
2025 (YTD) −4.87% −3.08% −0.09%
2024 +31.20% +20.44% −1.60%
2023 +45.16% +22.08% +2.21%
2022 −35.92% −24.34% −18.46%
2021 +19.69% +17.54% −8.16%
2020 +37.30% +19.13% +5.99%
2019 +32.93% +27.94% +6.21%
2018 −3.19% −7.07% −1.90%
2017 +25.39% +18.70% +1.37%
2016 +4.66% +10.34% +0.15%
2015 +2.49% −0.34% −0.33%
2014 +14.94% +11.84% +5.49%
2013 +32.05% +31.21% −3.46%
2012 +14.89% +14.37% +1.57%
2011 −3.60% −1.56% +4.30%
2010 +15.12% +15.36%
2009 +2.83% +7.67%

Drawdowns

Thu 2011-07-14? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
SCHG
×
−8.92% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
−6.88% −35.23%
2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHZ
×
−25.59% −30.92%
2023-10-19
Schwab U.S. Aggregate Bond ETF Exchange-Traded Fund