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

Total Real Returns

SCHV,AVUV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2019-09-26? to Wed 2025-01-15 YTD
Return
TRR
Price
SCHV
×
+1.49%
2025-01-15
4.597 TRR
2025-01-15
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
+2.40%
2025-01-15
1.746 TRR
2025-01-15
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Returns

Thu 2019-09-26? to Wed 2025-01-15 Overall
Return
Exponential
Trendline
SCHV
×
+54.82%
+8.59%/yr
+7.37%/yr
(R2=0.575)
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
+74.56%
+11.07%/yr
+12.47%/yr
(R2=0.581)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Growth of $10,000

Thu 2019-09-26? to Wed 2025-01-15 Start
Value
End
Value
SCHV
×
$10,000.00
2019-09-26
$15,482.17
2025-01-15
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
$10,000.00
2019-09-26
$17,456.34
2025-01-15
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund

Annual Returns

Year SCHV AVUV
2025 (YTD) +1.49% +2.40%
2024 +14.73% +6.22%
2023 +8.08% +18.85%
2022 −11.26% −10.70%
2021 +18.60% +32.86%
2020 +6.72% +5.00%
2019 +25.77% +8.40%
2018 −6.64%
2017 +18.49%
2016 +17.95%
2015 −0.52%
2014 +14.12%
2013 +29.12%
2012 +14.62%
2011 +2.04%
2010 +15.86%
2009 −0.24%

Drawdowns

Thu 2019-09-26? to Wed 2025-01-15 Current
Drawdown
Worst
Drawdown
SCHV
×
−5.33% −37.28%
2020-03-23
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
−6.74% −49.67%
2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund