All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2009-11-03? to Fri 2025-05-09 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
−4.90%
2025-05-09 |
6.086 TRR
2025-05-09 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPLG × |
−4.90%
2025-05-09 |
4.146 TRR
2025-05-09 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHB × |
−5.26%
2025-05-09 |
4.699 TRR
2025-05-09 |
||||
Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
Tue 2009-11-03? to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+508.61%
+12.35%/yr |
+12.42%/yr
(R2=0.969) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPLG × |
+392.43%
+10.82%/yr |
+10.72%/yr
(R2=0.968) |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHB × |
+369.90%
+10.49%/yr |
+10.40%/yr
(R2=0.959) |
||||
Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
Tue 2009-11-03? to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2009-11-03 |
$60,861.27
2025-05-09 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPLG × |
$10,000.00
2009-11-03 |
$49,243.32
2025-05-09 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHB × |
$10,000.00
2009-11-03 |
$46,990.29
2025-05-09 |
||||
Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||
Year | SCHX | SPLG | SCHB |
---|---|---|---|
2025 (YTD) | −4.90% | −4.90% | −5.26% |
2024 | +22.93% | +21.50% | +20.43% |
2023 | +25.58% | +22.16% | +22.06% |
2022 | −24.29% | −23.08% | −24.33% |
2021 | +19.30% | +20.31% | +17.58% |
2020 | +19.18% | +16.91% | +19.11% |
2019 | +31.81% | +29.03% | +27.90% |
2018 | −5.30% | −6.55% | −7.09% |
2017 | +20.52% | +18.78% | +18.74% |
2016 | +13.01% | +9.57% | +10.35% |
2015 | +2.30% | +0.40% | −0.33% |
2014 | +14.60% | +12.84% | +11.83% |
2013 | +32.77% | +31.17% | +31.21% |
2012 | +16.85% | +13.18% | +14.36% |
2011 | +0.44% | −1.20% | −1.55% |
2010 | +15.42% | +14.18% | +15.37% |
2009 | +7.44% | +23.83% | +7.64% |
2008 | — | −36.95% | — |
2007 | — | +1.63% | — |
2006 | — | +11.72% | — |
2005 | — | +2.87% | — |
Tue 2009-11-03? to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −8.45% |
−34.27%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SPLG × | −8.20% |
−33.84%
2020-03-23 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
SCHB × | −8.98% |
−35.25%
2020-03-23 |
||||
Schwab U.S. Broad Market ETF Exchange-Traded Fund | ||||||