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