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

Total Real Returns

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

SCHX real return snapshot: after CPI-U inflation, SCHX returned +14.85% over the past year and +5.88% YTD, with dividends reinvested. Since Nov. 3, 2009, SCHX is up +517.64% in real purchasing-power return, or +11.51%/yr, and is currently −1.82% below its real total-return high on Jun. 2, 2026.

Data ending Mon Jul. 20, 2026

Growth of $10,000

Tue 2009-11-03💬 to Mon 2026-07-20 Overall
Return
Exponential
Trendline
SCHX
×
+517.64%
+11.51%/yr
+10.77%/yr
R2=0.971
Schwab U.S. Large-Cap ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2009-11-03💬 to Mon 2026-07-20 Start
Value
End
Value
SCHX
×
$10,000.00
2009-11-03
$61,764.15
2026-07-20

This Year’s Performance

through 2026-07-20

  YTD YoY
SCHX
×
+5.88% +14.85%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCHX
×
−1.82%
on 2026-07-20
from 2026-06-02 peak
−34.29%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Mon 2026-07-20 1 yr 2 yr 3 yr 5 yr 10 yr
SCHX
×
+14.85% +30.14%
+14.08%/yr
+55.42%
+15.83%/yr
+46.28%
+7.90%/yr
+187.80%
+11.15%/yr

Annual Returns

Year SCHX
2026 (YTD) +5.88%
2025 +14.40%
2024 +21.38%
2023 +22.73%
2022 −24.30%
2021 +18.48%
2020 +19.19%
2019 +28.29%
2018 −6.31%
2017 +19.43%
2016 +9.74%
2015 +0.31%
2014 +12.48%
2013 +30.46%
2012 +14.11%
2011 −1.38%
2010 +14.21%
2009 +7.46%