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 Thu 2026-04-02 YTD
Return
TRR
Price
SCHG
×
−10.66%
2026-04-02
7.062 TRR
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
−4.57%
2026-04-02
6.814 TRR
2026-04-02
Schwab S&P 500 Index Fund Mutual Fund
SCHD
×
+11.13%
2026-04-02
4.017 TRR
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
+0.96%
2026-04-02
2.251 TRR
2026-04-02
Schwab International Index Fund Select Shares Mutual Fund
VXUS
×
+1.71%
2026-04-02
1.664 TRR
2026-04-02
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
SCHG
×
+535.97%
+13.66%/yr
+13.46%/yr
(R2=0.959)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
+384.81%
+11.54%/yr
+10.57%/yr
(R2=0.963)
Schwab S&P 500 Index Fund Mutual Fund
SCHD
×
+301.68%
+10.10%/yr
+9.24%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
+108.02%
+5.20%/yr
+3.24%/yr
(R2=0.664)
Schwab International Index Fund Select Shares Mutual Fund
VXUS
×
+97.45%
+4.82%/yr
+2.94%/yr
(R2=0.611)
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2026-04-02 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$63,597.06
2026-04-02
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
$10,000.00
2011-10-20
$48,481.38
2026-04-02
Schwab S&P 500 Index Fund Mutual Fund
SCHD
×
$10,000.00
2011-10-20
$40,168.24
2026-04-02
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
$10,000.00
2011-10-20
$20,801.99
2026-04-02
Schwab International Index Fund Select Shares Mutual Fund
VXUS
×
$10,000.00
2011-10-20
$19,745.16
2026-04-02
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHG SWPPX SCHD SWISX VXUS
2026 (YTD) −10.66% −4.57% +11.13% +0.96% +1.71%
2025 +14.42% +14.83% +1.63% +28.17% +28.92%
2024 +31.18% +21.38% +8.54% +0.62% +2.13%
2023 +45.30% +22.19% +1.18% +14.32% +12.15%
2022 −35.96% −23.12% −9.14% −19.50% −21.19%
2021 +19.70% +20.25% +21.34% +3.95% +1.82%
2020 +37.28% +16.79% +13.45% +6.66% +9.17%
2019 +32.99% +28.51% +24.45% +19.11% +19.04%
2018 −3.23% −6.26% −7.32% −14.97% −16.04%
2017 +25.39% +19.29% +18.36% +22.70% +24.83%
2016 +4.65% +9.55% +14.07% −0.95% +2.65%
2015 +2.50% +0.57% −1.02% −1.59% −4.88%
2014 +14.93% +12.70% +10.84% −6.42% −5.46%
2013 +32.06% +30.32% +30.92% +19.83% +12.89%
2012 +14.89% +13.90% +9.50% +16.92% +16.61%
2011 −3.61% −0.90% +5.72% −14.36% −16.56%
2010 +15.13% +13.26% +5.05%
2009 +2.83% +22.93% +25.73%
2008 −36.75% −41.86%
2007 +1.31% +8.81%
2006 +12.83% +21.92%
2005 +1.30% +16.63%
2004 +7.20% +14.61%
2003 +26.13% +34.00%
2002 −23.99% −17.55%
2001 −13.39% −23.92%
2000 −12.16% −20.21%
1999 +27.30% +30.30%
1998 +26.23% +14.15%
1997 +15.47% −8.29%

Drawdowns

Thu 2011-10-20? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
SCHG
×
−13.32% −38.96%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SWPPX
×
−6.26% −33.72%
2020-03-23
Schwab S&P 500 Index Fund Mutual Fund
SCHD
×
−3.47% −33.48%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SWISX
×
−7.54% −36.53%
2020-03-23
Schwab International Index Fund Select Shares Mutual Fund
VXUS
×
−8.16% −38.61%
2020-03-23
Vanguard Total International Stock Index Fund ETF Shares NASDAQ Exchange-Traded Fund