All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2009-11-03? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+4.50%
2025-07-15 |
5.329 TRR
2025-07-15 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+4.48%
2025-07-15 |
5.65 TRR
2025-07-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × |
+6.71%
2025-07-15 |
6.557 TRR
2025-07-15 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+432.87%
+11.25%/yr |
+10.69%/yr
(R2=0.966) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+433.44%
+11.26%/yr |
+10.73%/yr
(R2=0.969) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × |
+937.30%
+16.07%/yr |
+15.75%/yr
(R2=0.972) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2009-11-03 |
$53,287.20
2025-07-15 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2009-11-03 |
$53,344.39
2025-07-15 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × |
$10,000.00
2009-11-03 |
$103,730.20
2025-07-15 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHX | SWPPX | QQQ |
|---|---|---|---|
| 2025 (YTD) | +4.50% | +4.48% | +6.71% |
| 2024 | +21.42% | +21.46% | +22.06% |
| 2023 | +22.68% | +22.17% | +49.84% |
| 2022 | −24.29% | −23.11% | −36.68% |
| 2021 | +18.47% | +20.21% | +19.04% |
| 2020 | +19.18% | +16.81% | +46.63% |
| 2019 | +28.34% | +28.51% | +35.86% |
| 2018 | −6.33% | −6.27% | −2.00% |
| 2017 | +19.50% | +19.29% | +29.91% |
| 2016 | +9.69% | +9.56% | +4.93% |
| 2015 | +0.31% | +0.58% | +8.64% |
| 2014 | +12.47% | +12.69% | +18.28% |
| 2013 | +30.48% | +30.33% | +34.61% |
| 2012 | +14.10% | +13.92% | +16.10% |
| 2011 | −1.37% | −0.96% | +0.40% |
| 2010 | +14.21% | +13.31% | +18.15% |
| 2009 | +7.44% | +22.95% | +50.59% |
| 2008 | — | −36.77% | −41.78% |
| 2007 | — | +1.30% | +14.35% |
| 2006 | — | +12.83% | +4.51% |
| 2005 | — | +1.30% | −1.78% |
| 2004 | — | +7.22% | +7.03% |
| 2003 | — | +26.11% | +46.91% |
| 2002 | — | −24.00% | −38.82% |
| 2001 | — | −13.39% | −34.36% |
| 2000 | — | −12.16% | −38.21% |
| 1999 | — | +17.63% | +75.08% |
| 1998 | — | +26.25% | — |
| 1997 | — | +8.61% | — |
| Tue 2009-11-03? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | −0.61% |
−34.32%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × | −0.63% |
−33.75%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × | 0.00% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||