All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2009-11-03? to Wed 2026-04-01 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
−4.72%
2026-04-01 |
5.557 TRR
2026-04-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
−4.68%
2026-04-01 |
6.806 TRR
2026-04-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × |
−5.78%
2026-04-01 |
6.81 TRR
2026-04-01 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Wed 2026-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+455.70%
+11.02%/yr |
+10.74%/yr
(R2=0.970) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
+458.68%
+11.05%/yr |
+10.80%/yr
(R2=0.973) |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × |
+977.27%
+15.59%/yr |
+15.76%/yr
(R2=0.976) |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Tue 2009-11-03? to Wed 2026-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2009-11-03 |
$55,569.89
2026-04-01 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × |
$10,000.00
2009-11-03 |
$55,867.77
2026-04-01 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × |
$10,000.00
2009-11-03 |
$107,726.77
2026-04-01 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||
| Year | SCHX | SWPPX | QQQ |
|---|---|---|---|
| 2026 (YTD) | −4.72% | −4.68% | −5.78% |
| 2025 | +14.38% | +14.83% | +17.63% |
| 2024 | +21.40% | +21.48% | +22.06% |
| 2023 | +22.75% | +22.09% | +49.84% |
| 2022 | −24.31% | −23.12% | −36.68% |
| 2021 | +18.49% | +20.25% | +19.04% |
| 2020 | +19.14% | +16.79% | +46.63% |
| 2019 | +28.25% | +28.53% | +35.85% |
| 2018 | −6.30% | −6.26% | −1.99% |
| 2017 | +19.48% | +19.29% | +29.91% |
| 2016 | +9.71% | +9.55% | +4.93% |
| 2015 | +0.31% | +0.57% | +8.64% |
| 2014 | +12.47% | +12.70% | +18.29% |
| 2013 | +30.48% | +30.29% | +34.61% |
| 2012 | +14.11% | +13.93% | +16.10% |
| 2011 | −1.38% | −0.93% | +0.39% |
| 2010 | +14.21% | +13.29% | +18.16% |
| 2009 | +7.44% | +22.90% | +50.59% |
| 2008 | — | −36.75% | −41.78% |
| 2007 | — | +1.31% | +14.35% |
| 2006 | — | +12.83% | +4.52% |
| 2005 | — | +1.30% | −1.79% |
| 2004 | — | +7.23% | +7.05% |
| 2003 | — | +26.09% | +46.90% |
| 2002 | — | −23.99% | −38.82% |
| 2001 | — | −13.37% | −34.37% |
| 2000 | — | −12.18% | −38.21% |
| 1999 | — | +27.30% | +75.07% |
| 1998 | — | +26.23% | — |
| 1997 | — | +15.47% | — |
| Tue 2009-11-03? to Wed 2026-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | −6.55% |
−34.31%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SWPPX × | −6.37% |
−33.73%
2020-03-23 |
||||
| Schwab S&P 500 Index Fund Mutual Fund | ||||||
| QQQ × | −8.72% |
−39.59%
2022-11-03 |
||||
| Invesco QQQ Trust NASDAQ Exchange-Traded Fund | ||||||