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

Total Real Returns

SCHX,SCHV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Fri 2009-12-11? to Tue 2025-05-20 YTD
Return
TRR
Price
SCHX
×
−0.21%
2025-05-20
6.386 TRR
2025-05-20
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHV
×
+2.58%
2025-05-20
4.791 TRR
2025-05-20
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Returns

Fri 2009-12-11? to Tue 2025-05-20 Overall
Return
Exponential
Trendline
SCHX
×
+501.33%
+12.32%/yr
+12.41%/yr
(R2=0.969)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHV
×
+379.12%
+10.68%/yr
+10.53%/yr
(R2=0.958)
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Growth of $10,000

Fri 2009-12-11? to Tue 2025-05-20 Start
Value
End
Value
SCHX
×
$10,000.00
2009-12-11
$60,133.23
2025-05-20
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHV
×
$10,000.00
2009-12-11
$47,911.50
2025-05-20
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund

Annual Returns

Year SCHX SCHV
2025 (YTD) −0.21% +2.58%
2024 +22.88% +14.69%
2023 +25.59% +9.68%
2022 −24.29% −9.80%
2021 +19.32% +18.43%
2020 +19.14% +4.69%
2019 +31.84% +27.53%
2018 −5.37% −7.54%
2017 +20.62% +15.54%
2016 +13.01% +15.81%
2015 +2.30% +2.24%
2014 +14.60% +12.80%
2013 +32.77% +32.59%
2012 +16.86% +15.25%
2011 +0.44% +1.75%
2010 +15.42% +17.65%
2009 +7.46% −0.25%

Drawdowns

Fri 2009-12-11? to Tue 2025-05-20 Current
Drawdown
Worst
Drawdown
SCHX
×
−3.93% −34.28%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHV
×
−4.35% −37.30%
2020-03-23
Schwab U.S. Large-Cap Value ETF Exchange-Traded Fund