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

Total Real Returns

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

Tue 2009-11-03? 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
SPY
×
+5.26%
2025-07-18
11.36 TRR
2025-07-18
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2009-11-03? to Fri 2025-07-18 Overall
Return
Exponential
Trendline
SCHX
×
+437.51%
+11.30%/yr
+10.69%/yr
(R2=0.966)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
+434.84%
+11.27%/yr
+10.69%/yr
(R2=0.969)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2009-11-03? to Fri 2025-07-18 Start
Value
End
Value
SCHX
×
$10,000.00
2009-11-03
$53,751.35
2025-07-18
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
$10,000.00
2009-11-03
$53,483.89
2025-07-18
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SCHX SPY
2025 (YTD) +5.43% +5.26%
2024 +21.36% +21.39%
2023 +22.74% +22.09%
2022 −24.29% −23.15%
2021 +18.47% +20.27%
2020 +19.18% +16.74%
2019 +28.34% +28.29%
2018 −6.33% −6.35%
2017 +19.38% +19.18%
2016 +9.78% +9.73%
2015 +0.31% +0.50%
2014 +12.48% +12.61%
2013 +30.45% +30.35%
2012 +14.11% +14.01%
2011 −1.39% −1.05%
2010 +14.21% +13.37%
2009 +7.46% +23.00%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.40%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.25%
1996 +18.55%
1995 +34.63%
1994 −2.21%
1993 +6.30%

Drawdowns

Tue 2009-11-03? 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
SPY
×
−0.08% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund