All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2009-12-11? 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 | ||||||
| IJT × |
+2.06%
2025-01-15 |
4.702 TRR
2025-01-15 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Wed 2025-01-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHG × |
+597.52%
+13.73%/yr |
+13.20%/yr
(R2=0.962) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
+359.66%
+10.63%/yr |
+10.60%/yr
(R2=0.959) |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
+303.50%
+9.68%/yr |
+9.04%/yr
(R2=0.881) |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Fri 2009-12-11? to Wed 2025-01-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHG × |
$10,000.00
2009-12-11 |
$69,752.48
2025-01-15 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHV × |
$10,000.00
2009-12-11 |
$45,965.64
2025-01-15 |
||||
| Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
| IJT × |
$10,000.00
2009-12-11 |
$40,350.06
2025-01-15 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHG | SCHV | IJT |
|---|---|---|---|
| 2025 (YTD) | +1.00% | +1.49% | +2.06% |
| 2024 | +31.17% | +14.73% | +6.26% |
| 2023 | +45.19% | +8.08% | +13.33% |
| 2022 | −35.91% | −11.26% | −26.10% |
| 2021 | +19.69% | +18.60% | +14.32% |
| 2020 | +37.21% | +6.72% | +17.62% |
| 2019 | +33.08% | +25.77% | +18.28% |
| 2018 | −3.24% | −6.64% | −6.19% |
| 2017 | +25.38% | +18.49% | +12.10% |
| 2016 | +4.66% | +17.95% | +19.58% |
| 2015 | +2.49% | −0.52% | +1.94% |
| 2014 | +14.93% | +14.12% | +3.23% |
| 2013 | +32.06% | +29.12% | +40.16% |
| 2012 | +14.91% | +14.62% | +12.51% |
| 2011 | −3.62% | +2.04% | +0.31% |
| 2010 | +15.12% | +15.86% | +26.35% |
| 2009 | +2.82% | −0.24% | +25.35% |
| 2008 | — | — | −33.44% |
| 2007 | — | — | +1.52% |
| 2006 | — | — | +7.82% |
| 2005 | — | — | +5.40% |
| 2004 | — | — | +17.35% |
| 2003 | — | — | +34.44% |
| 2002 | — | — | −17.02% |
| 2001 | — | — | −3.27% |
| 2000 | — | — | +0.95% |
| Fri 2009-12-11? 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 | ||||||
| IJT × | −12.67% |
−43.41%
2020-03-23 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||