All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
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
| 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 | ||||||
| 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 |
| YTD | YoY | |
|---|---|---|
| SCHX × | +5.88% | +14.85% |
|
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 |
| 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 |
| 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% |