All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2009-12-11? to Fri 2025-07-18 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
+5.43%
2025-07-18 |
5.375 TRR
2025-07-18 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHV × |
+6.02%
2025-07-18 |
3.389 TRR
2025-07-18 |
||||
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
Fri 2009-12-11? to Fri 2025-07-18 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+406.21%
+10.96%/yr |
+10.68%/yr
(R2=0.965) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHV × |
+238.94%
+8.14%/yr |
+7.92%/yr
(R2=0.925) |
||||
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
Fri 2009-12-11? to Fri 2025-07-18 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2009-12-11 |
$50,621.05
2025-07-18 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHV × |
$10,000.00
2009-12-11 |
$33,894.41
2025-07-18 |
||||
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||
Year | SCHX | SCHV |
---|---|---|
2025 (YTD) | +5.43% | +6.02% |
2024 | +21.36% | +10.92% |
2023 | +22.74% | +5.40% |
2022 | −24.29% | −13.25% |
2021 | +18.47% | +17.36% |
2020 | +19.18% | +1.23% |
2019 | +28.34% | +23.09% |
2018 | −6.33% | −9.00% |
2017 | +19.38% | +14.12% |
2016 | +9.78% | +15.89% |
2015 | +0.31% | −1.86% |
2014 | +12.48% | +10.08% |
2013 | +30.45% | +29.15% |
2012 | +14.11% | +13.07% |
2011 | −1.39% | +0.57% |
2010 | +14.21% | +13.16% |
2009 | +7.46% | −0.24% |
Fri 2009-12-11? to Fri 2025-07-18 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −0.12% |
−34.26%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHV × | −1.09% |
−37.27%
2020-03-23 |
||||
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund | ||||||