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

Total Real Returns

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

Fri 2009-12-11? to Fri 2024-11-22 YTD
Return
TRR
Price
SCHG
×
+29.00%
2024-11-22
6.793 TRR
2024-11-22
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
+20.09%
2024-11-22
4.956 TRR
2024-11-22
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Returns

Fri 2009-12-11? to Fri 2024-11-22 Overall
Return
Exponential
Trendline
SCHG
×
+579.27%
+13.67%/yr
+13.15%/yr
(R2=0.962)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
+395.63%
+11.30%/yr
+11.06%/yr
(R2=0.945)
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11? to Fri 2024-11-22 Start
Value
End
Value
SCHG
×
$10,000.00
2009-12-11
$67,926.86
2024-11-22
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
$10,000.00
2009-12-11
$49,563.20
2024-11-22
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHV
2024 (YTD) +29.00% +20.09%
2023 +45.26% +6.73%
2022 −35.94% −13.24%
2021 +19.71% +18.54%
2020 +37.23% +4.05%
2019 +33.02% +24.82%
2018 −3.23% −3.79%
2017 +25.41% +16.98%
2016 +4.65% +20.85%
2015 +2.50% +1.02%
2014 +14.93% +12.89%
2013 +32.05% +32.18%
2012 +14.90% +16.79%
2011 −3.61% +3.38%
2010 +15.12% +17.23%
2009 +2.82% −0.23%

Drawdowns

Fri 2009-12-11? to Fri 2024-11-22 Current
Drawdown
Worst
Drawdown
SCHG
×
−1.26% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
0.00% −37.26%
2020-03-23
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund