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

Total Real Returns

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

Thu 2011-10-20? to Mon 2025-05-19 YTD
Return
TRR
Price
SCHX
×
+0.17%
2025-05-19
6.411 TRR
2025-05-19
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
−2.08%
2025-05-19
6.763 TRR
2025-05-19
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
−0.35%
2025-05-19
4.943 TRR
2025-05-19
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
−3.52%
2025-05-19
3.431 TRR
2025-05-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2025-05-19 Overall
Return
Exponential
Trendline
SCHX
×
+437.29%
+13.18%/yr
+12.03%/yr
(R2=0.957)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
+509.13%
+14.23%/yr
+13.28%/yr
(R2=0.951)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
+322.73%
+11.20%/yr
+10.02%/yr
(R2=0.944)
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
+243.06%
+9.50%/yr
+9.58%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-05-19 Start
Value
End
Value
SCHX
×
$10,000.00
2011-10-20
$53,728.62
2025-05-19
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
$10,000.00
2011-10-20
$60,913.48
2025-05-19
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
$10,000.00
2011-10-20
$42,272.98
2025-05-19
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$34,305.63
2025-05-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHX SCHG SCHB SCHD
2025 (YTD) +0.17% −2.08% −0.35% −3.52%
2024 +22.95% +31.16% +20.45% +8.51%
2023 +25.61% +45.26% +22.09% +1.16%
2022 −24.34% −35.96% −24.38% −9.12%
2021 +19.32% +19.69% +17.60% +21.35%
2020 +19.14% +37.30% +19.15% +13.46%
2019 +31.84% +32.93% +27.85% +24.44%
2018 −5.29% −3.19% −7.07% −7.30%
2017 +20.52% +25.41% +18.70% +18.30%
2016 +12.99% +4.66% +10.36% +14.13%
2015 +2.30% +2.49% −0.33% −1.08%
2014 +14.60% +14.94% +11.83% +10.90%
2013 +32.79% +32.04% +31.22% +30.90%
2012 +16.84% +14.89% +14.36% +9.50%
2011 +0.44% −3.58% −1.56% +5.72%
2010 +15.42% +15.10% +15.39%
2009 +7.46% +2.83% +7.65%

Drawdowns

Thu 2011-10-20? to Mon 2025-05-19 Current
Drawdown
Worst
Drawdown
SCHX
×
−3.56% −34.28%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG
×
−6.25% −38.91%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHB
×
−4.26% −35.19%
2020-03-23
Schwab U.S. Broad Market ETF Exchange-Traded Fund
SCHD
×
−9.96% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund