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