All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Fri 2025-09-26 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHG × |
+10.71%
2025-09-26 |
7.646 TRR
2025-09-26 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWPPX × |
+10.85%
2025-09-26 |
8469.89 TRR
2025-09-26 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SCHD × |
−0.40%
2025-09-26 |
3.542 TRR
2025-09-26 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SWISX × |
+21.20%
2025-09-26 |
2.108 TRR
2025-09-26 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
VXUS × |
+21.86%
2025-09-26 |
1.547 TRR
2025-09-26 |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-09-26 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHG × |
+588.72%
+14.85%/yr |
+13.35%/yr
(R2=0.955) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWPPX × |
+3,557.29%
+29.47%/yr |
+25.70%/yr
(R2=0.774) |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SCHD × |
+254.20%
+9.50%/yr |
+9.40%/yr
(R2=0.947) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SWISX × |
+94.82%
+4.90%/yr |
+2.99%/yr
(R2=0.628) |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
VXUS × |
+83.53%
+4.45%/yr |
+2.67%/yr
(R2=0.570) |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-09-26 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHG × |
$10,000.00
2011-10-20 |
$68,872.44
2025-09-26 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWPPX × |
$10,000.00
2011-10-20 |
$365,728.90
2025-09-26 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$35,420.46
2025-09-26 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SWISX × |
$10,000.00
2011-10-20 |
$19,481.69
2025-09-26 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
VXUS × |
$10,000.00
2011-10-20 |
$18,352.67
2025-09-26 |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Fri 2025-09-26 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHG × | −1.65% |
−38.91%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SWPPX × | −0.75% |
−33.77%
2020-03-23 |
||||
Schwab S&P 500 Index Fund Mutual Fund | ||||||
SCHD × | −7.04% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SWISX × | −1.09% |
−36.55%
2020-03-23 |
||||
Schwab International Index Fund Select Shares Mutual Fund | ||||||
VXUS × | −0.97% |
−38.61%
2020-03-23 |
||||
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||