Performance analysis of FNDX (SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF)
Annual Return
Over the past 3 years, FNDX has had an average annual return of +18.98%, underperforming the benchmark SPY, which returned +19.31% annual.
Over the past 5 years, FNDX has had an average annual return of +13.74%, outperforming the benchmark SPY, which returned +12.55% annual.
Over the past 10 years, FNDX has had an average annual return of +13.96%, underperforming the benchmark SPY, which returned +14.95% annual.
Since Aug 15, 2013, FNDX has had an average annual return of +13.16%, underperforming the benchmark SPY, which returned +14.19% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.04% | +16.93% | +16.77% | +18.24% | -6.90% | +31.72% | +9.14% | +28.64% | -7.31% | +17.11% | +16.39% | -2.97% |
| 2014 | 2013 | ||||||||||
| +12.43% | +11.33% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.30% | +2.29% | -3.68% | +8.04% | +2.99% | +0.74% | +0.74% | +16.04% | |||||
| 2025 | +4.01% | -0% | -3.72% | -3.34% | +3.68% | +4.18% | +0.69% | +4.25% | +2.52% | +1.06% | +2.48% | +0.34% | +16.93% |
| 2024 | +0.58% | +3.61% | +4.85% | -4.58% | +3.98% | +0.65% | +3.70% | +1.99% | +1.74% | -1.25% | +6.31% | -5.25% | +16.77% |
| 2023 | +6.04% | -3.19% | +0.60% | +1.42% | -2.69% | +6.74% | +3.84% | -2.39% | -3.62% | -2.56% | +8.14% | +5.59% | +18.24% |
| 2022 | -1.42% | -1.42% | +3.11% | -5.64% | +2.37% | -9.41% | +7.15% | -2.73% | -9.48% | +11.70% | +6.09% | -5.06% | -6.90% |
| 2021 | +2.72% | +4.19% | +7.03% | +3.77% | +2.95% | -0.46% | +0.20% | +2.32% | -3.39% | +5.19% | -2.04% | +5.95% | +31.72% |
| 2020 | -2.35% | -9.43% | -16.39% | +12.32% | +4.32% | +1.04% | +4.10% | +5.87% | -3.79% | -1.45% | +14.62% | +4.07% | +9.14% |
| 2019 | +7.95% | +3.13% | +0.87% | +3.51% | -7.20% | +7.90% | +1.15% | -2.96% | +3.59% | +1.87% | +3.68% | +2.93% | +28.64% |
| 2018 | +4.51% | -5.01% | -1.83% | +1.02% | +1.80% | +0.46% | +3.59% | +2.36% | +0.76% | -6.00% | +1.40% | -9.59% | -7.31% |
| 2017 | +0.80% | +3.07% | -0.32% | +0.13% | +0.06% | +0.81% | +1.72% | -0.47% | +3.22% | +1.37% | +3.59% | +2.03% | +17.11% |
Drawdown analysis of FNDX (SCHWAB FUNDAMENTAL U.S. LARGE COMPANY INDEX ETF)
The maximum drawdown for the FNDX was -37.72%, occurring on Mar 23, 2020. Recovery took 165 trading sessions.
The current FNDX drawdown is -0.92%.
Since Aug 15, 2013 FNDX has experienced the following drawdowns:
- 30% or more: 1 time
- 20% or more: 1 time
- 10% or more: 7 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -37.72% | Feb 12, 2020 | 27 | Mar 23, 2020 | 165 | Nov 13, 2020 | 192 |
| -19.64% | Sep 21, 2018 | 64 | Dec 24, 2018 | 131 | Jul 3, 2019 | 195 |
| -19.04% | Jan 12, 2022 | 180 | Sep 30, 2022 | 194 | Jul 12, 2023 | 374 |
| -16.30% | Feb 19, 2025 | 34 | Apr 8, 2025 | 57 | Jul 1, 2025 | 91 |
| -14.24% | May 21, 2015 | 183 | Feb 11, 2016 | 52 | Apr 27, 2016 | 235 |
| -10.80% | Jan 26, 2018 | 39 | Mar 23, 2018 | 108 | Aug 27, 2018 | 147 |
| -10.14% | Jul 31, 2023 | 63 | Oct 27, 2023 | 24 | Dec 1, 2023 | 87 |
| -7.77% | Sep 19, 2014 | 18 | Oct 15, 2014 | 16 | Nov 6, 2014 | 34 |
| -6.77% | Jul 26, 2019 | 14 | Aug 15, 2019 | 18 | Sep 11, 2019 | 32 |
| -6.46% | Jul 16, 2024 | 14 | Aug 5, 2024 | 14 | Aug 23, 2024 | 28 |
| -6.20% | Dec 31, 2013 | 22 | Feb 3, 2014 | 18 | Feb 28, 2014 | 40 |
| -6.07% | Feb 11, 2026 | 32 | Mar 30, 2026 | 12 | Apr 16, 2026 | 44 |
| -6.05% | Nov 29, 2024 | 27 | Jan 10, 2025 | 26 | Feb 19, 2025 | 53 |
| -5.42% | Jun 8, 2021 | 28 | Jul 19, 2021 | 17 | Aug 11, 2021 | 45 |
| -5.38% | Nov 8, 2021 | 16 | Dec 1, 2021 | 17 | Dec 27, 2021 | 33 |
| -5.36% | Jun 23, 2016 | 2 | Jun 27, 2016 | 8 | Jul 8, 2016 | 10 |
| -5.22% | Mar 28, 2024 | 13 | Apr 17, 2024 | 22 | May 17, 2024 | 35 |
| -4.83% | Dec 29, 2014 | 22 | Jan 30, 2015 | 10 | Feb 13, 2015 | 32 |
| -4.62% | Dec 3, 2014 | 9 | Dec 16, 2014 | 4 | Dec 22, 2014 | 13 |
| -4.50% | Aug 18, 2016 | 55 | Nov 4, 2016 | 4 | Nov 10, 2016 | 59 |
| -4.43% | Sep 11, 2019 | 19 | Oct 8, 2019 | 10 | Oct 22, 2019 | 29 |
| -4.42% | Sep 2, 2021 | 12 | Sep 21, 2021 | 18 | Oct 15, 2021 | 30 |
| -4.17% | Jun 2, 2014 | 47 | Aug 7, 2014 | 12 | Aug 25, 2014 | 59 |
| -4.14% | Jan 17, 2020 | 9 | Jan 31, 2020 | 8 | Feb 12, 2020 | 17 |
| -3.90% | Oct 27, 2025 | 18 | Nov 20, 2025 | 4 | Nov 26, 2025 | 22 |