All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| 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 | ||||||
| IJT × |
+15.96%
2024-11-22 |
5.027 TRR
2024-11-22 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| 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 | ||||||
| IJT × |
+331.47%
+10.27%/yr |
+9.09%/yr
(R2=0.880) |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| 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 | ||||||
| IJT × |
$10,000.00
2009-12-11 |
$43,147.18
2024-11-22 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHG | SCHV | IJT |
|---|---|---|---|
| 2024 (YTD) | +29.00% | +20.09% | +15.96% |
| 2023 | +45.26% | +6.73% | +13.32% |
| 2022 | −35.94% | −13.24% | −26.10% |
| 2021 | +19.71% | +18.54% | +14.33% |
| 2020 | +37.23% | +4.05% | +17.62% |
| 2019 | +33.02% | +24.82% | +18.27% |
| 2018 | −3.23% | −3.79% | −6.18% |
| 2017 | +25.41% | +16.98% | +12.10% |
| 2016 | +4.65% | +20.85% | +19.58% |
| 2015 | +2.50% | +1.02% | +1.95% |
| 2014 | +14.93% | +12.89% | +3.22% |
| 2013 | +32.05% | +32.18% | +40.15% |
| 2012 | +14.90% | +16.79% | +12.54% |
| 2011 | −3.61% | +3.38% | +0.28% |
| 2010 | +15.12% | +17.23% | +26.36% |
| 2009 | +2.82% | −0.23% | +25.38% |
| 2008 | — | — | −33.46% |
| 2007 | — | — | +1.52% |
| 2006 | — | — | +7.82% |
| 2005 | — | — | +5.41% |
| 2004 | — | — | +17.33% |
| 2003 | — | — | +34.46% |
| 2002 | — | — | −17.04% |
| 2001 | — | — | −3.26% |
| 2000 | — | — | +0.95% |
| 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 | ||||||
| IJT × | −6.62% |
−43.40%
2020-03-23 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||