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 Thu 2025-06-26 YTD
Return
TRR
Price
SCHX
×
+2.98%
2025-06-26
5.245 TRR
2025-06-26
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
+2.94%
2025-06-26
11.11 TRR
2025-06-26
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2009-11-03? to Thu 2025-06-26 Overall
Return
Exponential
Trendline
SCHX
×
+424.48%
+11.17%/yr
+10.67%/yr
(R2=0.965)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
+423.06%
+11.16%/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 Thu 2025-06-26 Start
Value
End
Value
SCHX
×
$10,000.00
2009-11-03
$52,448.01
2025-06-26
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
$10,000.00
2009-11-03
$52,305.52
2025-06-26
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SCHX SPY
2025 (YTD) +2.98% +2.94%
2024 +21.37% +21.39%
2023 +22.75% +22.09%
2022 −24.32% −23.14%
2021 +18.47% +20.26%
2020 +19.24% +16.74%
2019 +28.24% +28.29%
2018 −6.27% −6.35%
2017 +19.34% +19.18%
2016 +9.67% +9.73%
2015 +0.31% +0.50%
2014 +12.48% +12.61%
2013 +30.47% +30.35%
2012 +14.11% +14.01%
2011 −1.39% −1.04%
2010 +14.21% +13.36%
2009 +7.45% +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.35%
2004 +7.21%
2003 +25.82%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.66%
1997 +31.24%
1996 +18.56%
1995 +34.63%
1994 −2.22%
1993 +6.28%

Drawdowns

Tue 2009-11-03? to Thu 2025-06-26 Current
Drawdown
Worst
Drawdown
SCHX
×
−0.86% −34.28%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
−0.63% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund