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 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
AVUV
×
+14.61%
2024-11-22
1.839 TRR
2024-11-22
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Returns

Thu 2019-09-26? to Fri 2024-11-22 Overall
Return
Exponential
Trendline
SCHG
×
+117.48%
+16.26%/yr
+9.07%/yr
(R2=0.427)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
+47.09%
+7.77%/yr
+5.40%/yr
(R2=0.412)
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
+83.92%
+12.54%/yr
+12.47%/yr
(R2=0.562)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Growth of $10,000

Thu 2019-09-26? to Fri 2024-11-22 Start
Value
End
Value
SCHG
×
$10,000.00
2019-09-26
$21,748.42
2024-11-22
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHV
×
$10,000.00
2019-09-26
$14,708.99
2024-11-22
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
$10,000.00
2019-09-26
$18,392.14
2024-11-22
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHV AVUV
2024 (YTD) +29.00% +20.09% +14.61%
2023 +45.26% +6.73% +18.85%
2022 −35.94% −13.24% −10.69%
2021 +19.71% +18.54% +32.83%
2020 +37.23% +4.05% +5.00%
2019 +33.02% +24.82% +8.39%
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

Thu 2019-09-26? 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
AVUV
×
−0.15% −49.67%
2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund