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

Total Real Returns

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

Thu 2019-09-26? to Wed 2025-01-15 YTD
Return
TRR
Price
SCHG
×
+1.00%
2025-01-15
6.975 TRR
2025-01-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
+1.49%
2025-01-15
4.597 TRR
2025-01-15
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
+2.40%
2025-01-15
1.746 TRR
2025-01-15
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Returns

Thu 2019-09-26? to Wed 2025-01-15 Overall
Return
Exponential
Trendline
SCHG
×
+123.30%
+16.35%/yr
+9.68%/yr
(R2=0.467)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
+54.82%
+8.59%/yr
+7.37%/yr
(R2=0.575)
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
+74.56%
+11.07%/yr
+12.47%/yr
(R2=0.581)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Growth of $10,000

Thu 2019-09-26? to Wed 2025-01-15 Start
Value
End
Value
SCHG
×
$10,000.00
2019-09-26
$22,329.64
2025-01-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
$10,000.00
2019-09-26
$15,482.17
2025-01-15
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
$10,000.00
2019-09-26
$17,456.34
2025-01-15
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHV AVUV
2025 (YTD) +1.00% +1.49% +2.40%
2024 +31.17% +14.73% +6.22%
2023 +45.19% +8.08% +18.85%
2022 −35.91% −11.26% −10.70%
2021 +19.69% +18.60% +32.86%
2020 +37.21% +6.72% +5.00%
2019 +33.08% +25.77% +8.40%
2018 −3.24% −6.64%
2017 +25.38% +18.49%
2016 +4.66% +17.95%
2015 +2.49% −0.52%
2014 +14.93% +14.12%
2013 +32.06% +29.12%
2012 +14.91% +14.62%
2011 −3.62% +2.04%
2010 +15.12% +15.86%
2009 +2.82% −0.24%

Drawdowns

Thu 2019-09-26? to Wed 2025-01-15 Current
Drawdown
Worst
Drawdown
SCHG
×
−3.29% −38.91%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
−5.33% −37.28%
2020-03-23
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
−6.74% −49.67%
2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund