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