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

Total Real Returns

SCHG,SWPPX,SCHD,SWISX,VXUS: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Fri 2026-05-01? YTD
Return
TRR
Price
SCHG
×
+2.43%
2026-05-01
7.869 TRR
2026-05-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
+3.73%
2026-05-01
7.407 TRR
2026-05-01
Schwab S&P 500 Index Fund Mutual Fund
SCHD
×
+13.71%
2026-05-01
4.143 TRR
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
+5.98%
2026-05-01
2.323 TRR
2026-05-01
Schwab International Index Fund Select Shares Mutual Fund
VXUS
×
+10.88%
2026-05-01
1.763 TRR
2026-05-01
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Returns

Thu 2011-10-20? to Fri 2026-05-01? Overall
Return
Exponential
Trendline
SCHG
×
+608.79%
+14.43%/yr
+13.46%/yr
(R2=0.960)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
+427.03%
+12.12%/yr
+10.57%/yr
(R2=0.964)
Schwab S&P 500 Index Fund Mutual Fund
SCHD
×
+314.31%
+10.28%/yr
+9.23%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
+114.66%
+5.40%/yr
+3.28%/yr
(R2=0.669)
Schwab International Index Fund Select Shares Mutual Fund
VXUS
×
+109.21%
+5.21%/yr
+2.99%/yr
(R2=0.617)
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Fri 2026-05-01? Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$70,879.09
2026-05-01
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
$10,000.00
2011-10-20
$52,702.96
2026-05-01
Schwab S&P 500 Index Fund Mutual Fund
SCHD
×
$10,000.00
2011-10-20
$41,430.51
2026-05-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
$10,000.00
2011-10-20
$21,465.64
2026-05-01
Schwab International Index Fund Select Shares Mutual Fund
VXUS
×
$10,000.00
2011-10-20
$20,920.95
2026-05-01
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHG SWPPX SCHD SWISX VXUS
2026 (YTD) +2.43% +3.73% +13.71% +5.98% +10.88%
2025 +14.44% +14.80% +1.62% +28.16% +28.92%
2024 +31.18% +21.46% +8.53% +0.64% +2.14%
2023 +45.24% +22.17% +1.16% +14.30% +12.14%
2022 −35.94% −23.11% −9.13% −19.50% −21.18%
2021 +19.69% +20.21% +21.34% +3.94% +1.82%
2020 +37.27% +16.79% +13.48% +6.68% +9.18%
2019 +32.98% +28.52% +24.45% +19.15% +19.03%
2018 −3.20% −6.26% −7.33% −15.00% −16.03%
2017 +25.40% +19.28% +18.35% +22.72% +24.82%
2016 +4.65% +9.55% +14.09% −0.98% +2.65%
2015 +2.49% +0.57% −1.02% −1.58% −4.88%
2014 +14.93% +12.70% +10.85% −6.41% −5.45%
2013 +32.06% +30.31% +30.91% +19.82% +12.89%
2012 +14.89% +13.92% +9.50% +16.89% +16.59%
2011 −3.60% −0.92% +5.72% −14.35% −16.55%
2010 +15.12% +13.28% +5.05%
2009 +2.82% +22.92% +25.77%
2008 −36.76% −41.87%
2007 +1.31% +8.81%
2006 +12.83% +21.94%
2005 +1.31% +16.64%
2004 +7.21% +14.60%
2003 +26.10% +34.00%
2002 −23.99% −17.59%
2001 −13.38% −23.90%
2000 −12.17% −20.23%
1999 +27.30% +30.31%
1998 +26.22% +14.12%
1997 +15.48% −8.26%

Drawdowns

Thu 2011-10-20? to Fri 2026-05-01? Current
Drawdown
Worst
Drawdown
SCHG
×
−3.39% −38.93%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
0.00% −33.75%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHD
×
−0.66% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
−4.60% −36.55%
2020-03-23
Schwab International Index Fund Select Shares Mutual Fund
VXUS
×
−2.69% −38.60%
2020-03-23
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund