All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| 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 | ||||||
| IJT × |
+2.06%
2025-01-15 |
4.702 TRR
2025-01-15 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| 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 | ||||||
| IJT × |
+31.85%
+5.35%/yr |
+2.89%/yr
(R2=0.090) |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| 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 | ||||||
| IJT × |
$10,000.00
2019-09-26 |
$13,184.63
2025-01-15 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHV | AVUV | IJT |
|---|---|---|---|
| 2025 (YTD) | +1.49% | +2.40% | +2.06% |
| 2024 | +14.73% | +6.22% | +6.26% |
| 2023 | +8.08% | +18.85% | +13.33% |
| 2022 | −11.26% | −10.70% | −26.10% |
| 2021 | +18.60% | +32.86% | +14.32% |
| 2020 | +6.72% | +5.00% | +17.62% |
| 2019 | +25.77% | +8.40% | +18.28% |
| 2018 | −6.64% | — | −6.19% |
| 2017 | +18.49% | — | +12.10% |
| 2016 | +17.95% | — | +19.58% |
| 2015 | −0.52% | — | +1.94% |
| 2014 | +14.12% | — | +3.23% |
| 2013 | +29.12% | — | +40.16% |
| 2012 | +14.62% | — | +12.51% |
| 2011 | +2.04% | — | +0.31% |
| 2010 | +15.86% | — | +26.35% |
| 2009 | −0.24% | — | +25.35% |
| 2008 | — | — | −33.44% |
| 2007 | — | — | +1.52% |
| 2006 | — | — | +7.82% |
| 2005 | — | — | +5.40% |
| 2004 | — | — | +17.35% |
| 2003 | — | — | +34.44% |
| 2002 | — | — | −17.02% |
| 2001 | — | — | −3.27% |
| 2000 | — | — | +0.95% |
| 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 | ||||||
| IJT × | −12.67% |
−40.29%
2020-03-23 |
||||
| iShares S&P Small-Cap 600 Growth ETF NASDAQ Exchange-Traded Fund | ||||||