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

Total Real Returns

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

Mon 2015-10-12? to Fri 2025-05-23 YTD
Return
TRR
Price
SCHG
×
−4.87%
2025-05-23
6.571 TRR
2025-05-23
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
+6.55%
2025-05-23
3.411 TRR
2025-05-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Returns

Mon 2015-10-12? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
SCHG
×
+226.95%
+13.12%/yr
+12.86%/yr
(R2=0.829)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
+241.13%
+13.62%/yr
+11.28%/yr
(R2=0.838)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12? to Fri 2025-05-23 Start
Value
End
Value
SCHG
×
$10,000.00
2015-10-12
$32,694.64
2025-05-23
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
$10,000.00
2015-10-12
$34,112.77
2025-05-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Annual Returns

Year SCHG SPMO
2025 (YTD) −4.87% +6.55%
2024 +31.20% +41.75%
2023 +45.16% +13.75%
2022 −35.92% −15.90%
2021 +19.69% +14.58%
2020 +37.30% +26.54%
2019 +32.93% +23.12%
2018 −3.19% −2.78%
2017 +25.39% +25.10%
2016 +4.66% +5.33%
2015 +2.49% +3.25%
2014 +14.94%
2013 +32.05%
2012 +14.89%
2011 −3.60%
2010 +15.12%
2009 +2.83%

Drawdowns

Mon 2015-10-12? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
SCHG
×
−8.92% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
−2.31% −30.90%
2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund