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

Total Real Returns

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

Fri 2009-12-11? to Thu 2025-10-02 YTD
Return
TRR
Price
SCHG
×
+12.52%
2025-10-02
7.773 TRR
2025-10-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
+11.93%
2025-10-02
12.08 TRR
2025-10-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA
×
+7.47%
2025-10-02
5.273 TRR
2025-10-02
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Returns

Fri 2009-12-11? to Thu 2025-10-02 Overall
Return
Exponential
Trendline
SCHG
×
+677.29%
+13.85%/yr
+13.27%/yr
(R2=0.967)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
+435.68%
+11.20%/yr
+10.70%/yr
(R2=0.970)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA
×
+316.28%
+9.44%/yr
+9.43%/yr
(R2=0.960)
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11? to Thu 2025-10-02 Start
Value
End
Value
SCHG
×
$10,000.00
2009-12-11
$77,729.47
2025-10-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
$10,000.00
2009-12-11
$53,567.60
2025-10-02
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA
×
$10,000.00
2009-12-11
$41,628.03
2025-10-02
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund

Annual Returns

Year SCHG SPY DIA
2025 (YTD) +12.52% +11.93% +7.47%
2024 +31.19% +21.39% +11.61%
2023 +45.24% +22.09% +12.26%
2022 −35.94% −23.15% −12.66%
2021 +19.66% +20.27% +12.88%
2020 +37.31% +16.74% +8.12%
2019 +32.90% +28.29% +22.23%
2018 −3.16% −6.36% −5.54%
2017 +25.40% +19.19% +25.43%
2016 +4.65% +9.72% +14.01%
2015 +2.49% +0.50% −0.64%
2014 +14.93% +12.62% +9.00%
2013 +32.06% +30.35% +27.72%
2012 +14.90% +14.02% +8.07%
2011 −3.61% −1.04% +4.94%
2010 +15.13% +13.36% +12.34%
2009 +2.83% +23.01% +19.49%
2008 −36.85% −32.20%
2007 +1.01% +4.61%
2006 +13.01% +15.99%
2005 +1.35% −1.76%
2004 +7.20% +1.70%
2003 +25.82% +25.54%
2002 −23.41% −16.67%
2001 −13.11% −6.42%
2000 −12.70% −9.02%
1999 +17.24% +24.23%
1998 +26.65% +16.19%
1997 +31.24%
1996 +18.55%
1995 +34.64%
1994 −2.21%
1993 +6.28%

Drawdowns

Fri 2009-12-11? to Thu 2025-10-02 Current
Drawdown
Worst
Drawdown
SCHG
×
−0.03% −38.96%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SPY
×
0.00% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
DIA
×
0.00% −36.70%
2020-03-23
SPDR Dow Jones Industrial Average ETF Trust Exchange-Traded Fund