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