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 Wed 2026-04-01 YTD
Return
TRR
Price
SCHG
×
−10.66%
2026-04-01
7.06 TRR
2026-04-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
−4.80%
2026-04-01
3.758 TRR
2026-04-01
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Returns

Mon 2015-10-12? to Wed 2026-04-01 Overall
Return
Exponential
Trendline
SCHG
×
+251.25%
+12.75%/yr
+13.38%/yr
(R2=0.871)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
+275.78%
+13.48%/yr
+12.72%/yr
(R2=0.869)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12? to Wed 2026-04-01 Start
Value
End
Value
SCHG
×
$10,000.00
2015-10-12
$35,124.81
2026-04-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
$10,000.00
2015-10-12
$37,577.95
2026-04-01
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Annual Returns

Year SCHG SPMO
2026 (YTD) −10.66% −4.80%
2025 +14.42% +23.29%
2024 +31.18% +41.73%
2023 +45.30% +13.77%
2022 −35.96% −15.90%
2021 +19.70% +14.57%
2020 +37.28% +26.54%
2019 +32.99% +23.10%
2018 −3.23% −2.77%
2017 +25.39% +25.14%
2016 +4.65% +5.31%
2015 +2.50% +3.25%
2014 +14.93%
2013 +32.06%
2012 +14.89%
2011 −3.61%
2010 +15.13%
2009 +2.83%

Drawdowns

Mon 2015-10-12? to Wed 2026-04-01 Current
Drawdown
Worst
Drawdown
SCHG
×
−13.35% −38.96%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
−8.18% −30.90%
2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund