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 +12.63% over the past year and +10.65% YTD, with dividends reinvested. Since Nov. 3, 2009, SCHX is up +545.46% in real purchasing-power return, or +11.64%/yr, and is currently −0.50% below its real total-return high on Aug. 13, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Tue 2009-11-03💬 to Fri 2026-10-09 Overall
Return
Exponential
Trendline
SCHX
×
+545.46%
+11.64%/yr
+10.80%/yr
R2=0.972
Schwab U.S. Large-Cap ETF Exchange-Traded Fund

Growth of $10,000 Summary

Tue 2009-11-03💬 to Fri 2026-10-09 Start
Value
End
Value
SCHX
×
$10,000.00
2009-11-03
$64,545.78
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
SCHX
×
+10.65% +12.63%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCHX
×
−0.50%
on 2026-10-09
from 2026-08-13 peak
−34.29%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
SCHX
×
+12.63% +29.24%
+13.69%/yr
+70.71%
+19.51%/yr
+51.62%
+8.68%/yr
+202.59%
+11.71%/yr

Annual Returns

Year SCHX
2026 (YTD) +10.65%
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 +19.42%
2016 +9.74%
2015 +0.31%
2014 +12.48%
2013 +30.46%
2012 +14.11%
2011 −1.39%
2010 +14.21%
2009 +7.46%