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 Mon 2026-04-27 YTD
Return
TRR
Price
SCHX
×
+2.77%
2026-04-27
5.995 TRR
2026-04-27
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
+2.96%
2026-04-27
12.74 TRR
2026-04-27
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Returns

Tue 2009-11-03? to Mon 2026-04-27 Overall
Return
Exponential
Trendline
SCHX
×
+499.49%
+11.48%/yr
+10.75%/yr
(R2=0.970)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
+499.82%
+11.48%/yr
+10.76%/yr
(R2=0.973)
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Growth of $10,000

Tue 2009-11-03? to Mon 2026-04-27 Start
Value
End
Value
SCHX
×
$10,000.00
2009-11-03
$59,948.93
2026-04-27
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
$10,000.00
2009-11-03
$59,982.39
2026-04-27
SPDR S&P 500 ETF Trust Exchange-Traded Fund

Annual Returns

Year SCHX SPY
2026 (YTD) +2.77% +2.96%
2025 +14.40% +14.66%
2024 +21.38% +21.39%
2023 +22.76% +22.09%
2022 −24.29% −23.15%
2021 +18.46% +20.27%
2020 +19.14% +16.74%
2019 +28.30% +28.29%
2018 −6.31% −6.36%
2017 +19.47% +19.19%
2016 +9.72% +9.73%
2015 +0.32% +0.50%
2014 +12.47% +12.61%
2013 +30.47% +30.35%
2012 +14.10% +14.01%
2011 −1.37% −1.04%
2010 +14.20% +13.36%
2009 +7.45% +23.01%
2008 −36.85%
2007 +1.01%
2006 +13.00%
2005 +1.36%
2004 +7.21%
2003 +25.82%
2002 −23.41%
2001 −13.11%
2000 −12.70%
1999 +17.24%
1998 +26.65%
1997 +31.24%
1996 +18.63%
1995 +34.61%
1994 −2.21%
1993 +6.22%

Drawdowns

Tue 2009-11-03? to Mon 2026-04-27 Current
Drawdown
Worst
Drawdown
SCHX
×
0.00% −34.28%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SPY
×
0.00% −33.67%
2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund