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

Thu 2011-10-20? to Fri 2025-12-12	YTD Return	TRR Price
SCHX ×	+13.20% 2025-12-12	5.773 TRR 2025-12-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG ×	+13.08% 2025-12-12	7.811 TRR 2025-12-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW ×	+27.69% 2025-12-12	139.69 TRR 2025-12-12
Charles Schwab Corp NYSE Common Stock
SCHD ×	+1.69% 2025-12-12	3.617 TRR 2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Fri 2025-12-12	Overall Return	Exponential Trendline
SCHX ×	+397.96% +12.02%/yr	+10.45%/yr (R2=0.956)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG ×	+603.46% +14.79%/yr	+13.43%/yr (R2=0.957)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW ×	+567.01% +14.36%/yr	+11.62%/yr (R2=0.796)
Charles Schwab Corp NYSE Common Stock
SCHD ×	+261.69% +9.51%/yr	+9.29%/yr (R2=0.946)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-12-12	Start Value	End Value
SCHX ×	$10,000.00 2011-10-20	$49,795.99 2025-12-12
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG ×	$10,000.00 2011-10-20	$70,346.32 2025-12-12
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW ×	$10,000.00 2011-10-20	$66,701.17 2025-12-12
Charles Schwab Corp NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$36,168.82 2025-12-12
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	SCHX	SCHG	SCHW	SCHD
2025 (YTD)	+13.20%	+13.08%	+27.69%	+1.69%
2024	+21.39%	+31.17%	+6.11%	+8.53%
2023	+22.74%	+45.29%	−18.69%	+1.17%
2022	−24.30%	−35.97%	−5.98%	−9.13%
2021	+18.48%	+19.66%	+49.70%	+21.35%
2020	+19.21%	+37.33%	+12.04%	+13.48%
2019	+28.25%	+32.93%	+13.76%	+24.43%
2018	−6.30%	−3.23%	−19.95%	−7.33%
2017	+19.36%	+25.45%	+28.45%	+18.32%
2016	+9.77%	+4.66%	+18.54%	+14.15%
2015	+0.32%	+2.49%	+9.11%	−1.09%
2014	+12.47%	+14.94%	+16.32%	+10.86%
2013	+30.46%	+32.04%	+80.53%	+30.94%
2012	+14.12%	+14.89%	+27.72%	+9.49%
2011	−1.40%	−3.59%	−35.05%	+5.72%
2010	+14.23%	+15.12%	−9.13%	—
2009	+7.46%	+2.81%	+14.94%	—
2008	—	—	−36.08%	—
2007	—	—	+34.44%	—
2006	—	—	+29.59%	—
2005	—	—	+19.49%	—
2004	—	—	−1.43%	—
2003	—	—	+7.61%	—
2002	—	—	−31.19%	—
2001	—	—	−46.17%	—
2000	—	—	+7.75%	—
1999	—	—	+32.79%	—
1998	—	—	+98.53%	—
1997	—	—	+94.29%	—
1996	—	—	+55.05%	—
1995	—	—	+70.11%	—
1994	—	—	+5.94%	—
1993	—	—	+82.33%	—
1992	—	—	−15.70%	—
1991	—	—	+291.97%	—
1990	—	—	−22.02%	—
1989	—	—	+97.78%	—
1988	—	—	+7.79%	—
1987	—	—	−63.82%	—

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Drawdowns

Thu 2011-10-20? to Fri 2025-12-12	Current Drawdown	Worst Drawdown
SCHX ×	−1.32%	−34.25% 2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHG ×	−3.79%	−38.93% 2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW ×	−8.47%	−53.61% 2023-05-04
Charles Schwab Corp NYSE Common Stock
SCHD ×	−5.08%	−33.53% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund