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 Tue 2025-07-15 YTD
Return
TRR
Price
SCHG
×
+3.55%
2025-07-15
7.153 TRR
2025-07-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
+16.42%
2025-07-15
3.728 TRR
2025-07-15
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Returns

Mon 2015-10-12? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
SCHG
×
+255.92%
+13.89%/yr
+12.92%/yr
(R2=0.837)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
+272.78%
+14.44%/yr
+11.53%/yr
(R2=0.843)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Growth of $10,000

Mon 2015-10-12? to Tue 2025-07-15 Start
Value
End
Value
SCHG
×
$10,000.00
2015-10-12
$35,591.79
2025-07-15
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
$10,000.00
2015-10-12
$37,278.44
2025-07-15
Invesco S&P 500 Momentum ETF Exchange-Traded Fund

Annual Returns

Year SCHG SPMO
2025 (YTD) +3.55% +16.42%
2024 +31.21% +41.73%
2023 +45.18% +13.75%
2022 −35.93% −15.89%
2021 +19.71% +14.57%
2020 +37.28% +26.53%
2019 +32.99% +23.12%
2018 −3.26% −2.77%
2017 +25.44% +25.11%
2016 +4.65% +5.35%
2015 +2.49% +3.24%
2014 +14.93%
2013 +32.07%
2012 +14.89%
2011 −3.61%
2010 +15.13%
2009 +2.82%

Drawdowns

Mon 2015-10-12? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
SCHG
×
−0.84% −38.94%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPMO
×
−0.29% −30.90%
2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund