All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2009-11-03? to Fri 2025-10-10 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+9.26%
2025-10-10 |
5.57 TRR
2025-10-10 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+9.30%
2025-10-10 |
8344.01 TRR
2025-10-10 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × |
+12.40%
2025-10-10 |
6.907 TRR
2025-10-10 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Fri 2025-10-10 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+456.99%
+11.38%/yr |
+10.70%/yr
(R2=0.967) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+8,090.61%
+31.85%/yr |
+22.51%/yr
(R2=0.776) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × |
+992.68%
+16.19%/yr |
+15.76%/yr
(R2=0.973) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Fri 2025-10-10 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2009-11-03 |
$55,699.20
2025-10-10 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2009-11-03 |
$819,061.44
2025-10-10 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × |
$10,000.00
2009-11-03 |
$109,267.84
2025-10-10 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHX | SWPPX | QQQ |
|---|---|---|---|
| 2025 (YTD) | +9.26% | +9.30% | +12.40% |
| 2024 | +21.40% | +29.19% | +22.06% |
| 2023 | +22.73% | +155.32% | +49.84% |
| 2022 | −24.31% | +77.27% | −36.68% |
| 2021 | +18.46% | +106.79% | +19.04% |
| 2020 | +19.18% | +14.68% | +46.62% |
| 2019 | +28.32% | +26.07% | +35.86% |
| 2018 | −6.31% | −4.27% | −2.00% |
| 2017 | +19.42% | +17.20% | +29.92% |
| 2016 | +9.71% | +6.86% | +4.93% |
| 2015 | +0.32% | −2.58% | +8.64% |
| 2014 | +12.47% | +10.63% | +18.29% |
| 2013 | +30.46% | +28.10% | +34.61% |
| 2012 | +14.12% | +11.45% | +16.10% |
| 2011 | −1.39% | −2.87% | +0.39% |
| 2010 | +14.20% | +11.20% | +18.15% |
| 2009 | +7.46% | +146.92% | +50.60% |
| 2008 | — | −38.68% | −41.78% |
| 2007 | — | −0.47% | +14.35% |
| 2006 | — | +172.74% | +4.51% |
| 2005 | — | −0.37% | −1.78% |
| 2004 | — | +5.44% | +7.03% |
| 2003 | — | +147.12% | +46.90% |
| 2002 | — | +78.42% | −38.82% |
| 2001 | — | +45.45% | −34.36% |
| 2000 | — | +34.17% | −38.21% |
| 1999 | — | +94.73% | +75.08% |
| 1998 | — | +90.66% | — |
| 1997 | — | +58.90% | — |
| Tue 2009-11-03? to Fri 2025-10-10 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | −3.04% |
−34.32%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × | −2.98% |
−33.76%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × | −3.60% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||