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

Total Real Returns

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

Thu 2019-09-26? to Fri 2024-11-22 YTD
Return
TRR
Price
SCHV
×
+20.09%
2024-11-22
4.956 TRR
2024-11-22
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
+14.61%
2024-11-22
1.839 TRR
2024-11-22
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
+15.96%
2024-11-22
5.027 TRR
2024-11-22
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund

Returns

Thu 2019-09-26? to Fri 2024-11-22 Overall
Return
Exponential
Trendline
SCHV
×
+47.09%
+7.77%/yr
+5.40%/yr
(R2=0.412)
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
+83.92%
+12.54%/yr
+12.47%/yr
(R2=0.562)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
+40.97%
+6.88%/yr
+2.66%/yr
(R2=0.073)
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Thu 2019-09-26? to Fri 2024-11-22 Start
Value
End
Value
SCHV
×
$10,000.00
2019-09-26
$14,708.99
2024-11-22
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
$10,000.00
2019-09-26
$18,392.14
2024-11-22
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
$10,000.00
2019-09-26
$14,096.74
2024-11-22
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year SCHV AVUV IJT
2024 (YTD) +20.09% +14.61% +15.96%
2023 +6.73% +18.85% +13.32%
2022 −13.24% −10.69% −26.10%
2021 +18.54% +32.83% +14.33%
2020 +4.05% +5.00% +17.62%
2019 +24.82% +8.39% +18.27%
2018 −3.79% −6.18%
2017 +16.98% +12.10%
2016 +20.85% +19.58%
2015 +1.02% +1.95%
2014 +12.89% +3.22%
2013 +32.18% +40.15%
2012 +16.79% +12.54%
2011 +3.38% +0.28%
2010 +17.23% +26.36%
2009 −0.23% +25.38%
2008 −33.46%
2007 +1.52%
2006 +7.82%
2005 +5.41%
2004 +17.33%
2003 +34.46%
2002 −17.04%
2001 −3.26%
2000 +0.95%

Drawdowns

Thu 2019-09-26? to Fri 2024-11-22 Current
Drawdown
Worst
Drawdown
SCHV
×
0.00% −37.26%
2020-03-23
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund
AVUV
×
−0.15% −49.67%
2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
IJT
×
−6.62% −40.29%
2020-03-23
iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund