Performance analysis of SCHG (SCHWAB U.S. LARGE-CAP GROWTH ETF)
Annual Return
Over the past 3 years, SCHG has had an average annual return of +25.04%, outperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, SCHG has had an average annual return of +15.62%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, SCHG has had an average annual return of +18.78%, outperforming the benchmark SPY, which returned +15.44% annual.
Since Dec 11, 2009, SCHG has had an average annual return of +16.62%, outperforming the benchmark SPY, which returned +14.35% annual.
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +6.42% | +17.50% | +34.95% | +50.11% | -31.80% | +28.12% | +39.15% | +36.02% | -1.36% | +28.04% | +6.82% | +3.23% |
| 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | ||||||
| +15.81% | +34.05% | +16.87% | -0.73% | +16.85% | +2.70% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -1.90% | -3.94% | -5.12% | +12.98% | +6.72% | -1.28% | +6.42% | ||||||
| 2025 | +2.08% | -4.11% | -8.11% | +1.52% | +8.42% | +6.09% | +3.46% | +0.99% | +4.65% | +4.61% | -1.74% | -0.45% | +17.50% |
| 2024 | +2.62% | +6.90% | +2% | -3.96% | +6.06% | +6.88% | -0.96% | +1.76% | +2.62% | -0.44% | +7.17% | +0.40% | +34.95% |
| 2023 | +9.94% | -1.24% | +8.19% | +1.38% | +6.37% | +6.77% | +3.54% | -0.95% | -5.28% | -1.51% | +11.14% | +4.39% | +50.11% |
| 2022 | -8.94% | -4.04% | +4.68% | -13.25% | -2.88% | -7.89% | +12.93% | -5.16% | -10.02% | +4.44% | +4.02% | -8.23% | -31.80% |
| 2021 | -0.72% | +0.41% | +1.49% | +7.64% | -1.63% | +6.32% | +3.34% | +3.88% | -5.39% | +8.89% | +0.31% | +1.40% | +28.12% |
| 2020 | +2.79% | -6.56% | -10.54% | +14.69% | +7.08% | +3.97% | +7.73% | +9.80% | -3.96% | -2.84% | +10.05% | +4.41% | +39.15% |
| 2019 | +9% | +3.26% | +2.59% | +4.55% | -6.16% | +7.05% | +1.89% | -0.95% | +0.29% | +3.19% | +4.53% | +2.75% | +36.02% |
| 2018 | +7.16% | -2.81% | -2.43% | +0.62% | +3.95% | +1.26% | +2.63% | +5.05% | +0.59% | -8.48% | +0.98% | -8.55% | -1.36% |
| 2017 | +3.53% | +4.19% | +0.66% | +2.25% | +2.33% | +0.16% | +2.67% | +1.03% | +1.11% | +3.02% | +3.06% | +1.05% | +28.04% |
Drawdown analysis of SCHG (SCHWAB U.S. LARGE-CAP GROWTH ETF)
The maximum drawdown for the SCHG was -34.59%, occurring on Jan 5, 2023. Recovery took 239 trading sessions.
The current SCHG drawdown is -1.78%.
Since Dec 11, 2009 SCHG has experienced the following drawdowns:
- 30% or more: 2 times
- 20% or more: 5 times
- 10% or more: 12 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -34.59% | Nov 19, 2021 | 282 | Jan 5, 2023 | 239 | Dec 18, 2023 | 521 |
| -32.39% | Feb 19, 2020 | 23 | Mar 23, 2020 | 55 | Jun 10, 2020 | 78 |
| -23.39% | Dec 16, 2024 | 76 | Apr 8, 2025 | 56 | Jun 30, 2025 | 132 |
| -21.59% | Oct 1, 2018 | 58 | Dec 24, 2018 | 75 | Apr 12, 2019 | 133 |
| -20.57% | Jul 7, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
| -17.08% | Jul 20, 2015 | 143 | Feb 11, 2016 | 122 | Aug 5, 2016 | 265 |
| -16.41% | Oct 29, 2025 | 103 | Mar 30, 2026 | 26 | May 6, 2026 | 129 |
| -16.25% | Apr 23, 2010 | 49 | Jul 2, 2010 | 85 | Nov 2, 2010 | 134 |
| -12.36% | Jul 10, 2024 | 18 | Aug 5, 2024 | 48 | Oct 11, 2024 | 66 |
| -10.95% | Sep 2, 2020 | 14 | Sep 23, 2020 | 32 | Nov 6, 2020 | 46 |
| -10.48% | Apr 2, 2012 | 42 | Jun 1, 2012 | 67 | Sep 6, 2012 | 109 |
| -10.15% | Feb 12, 2021 | 15 | Mar 8, 2021 | 22 | Apr 8, 2021 | 37 |
| -9.72% | Jan 26, 2018 | 9 | Feb 8, 2018 | 81 | Jun 6, 2018 | 90 |
| -8.54% | Sep 14, 2012 | 42 | Nov 15, 2012 | 37 | Jan 10, 2013 | 79 |
| -8.07% | Jan 11, 2010 | 19 | Feb 8, 2010 | 20 | Mar 9, 2010 | 39 |
| -7.71% | Sep 18, 2014 | 19 | Oct 15, 2014 | 12 | Oct 31, 2014 | 31 |
| -7.66% | Apr 29, 2019 | 24 | Jun 3, 2019 | 13 | Jun 20, 2019 | 37 |
| -7.58% | Apr 29, 2011 | 33 | Jun 16, 2011 | 14 | Jul 7, 2011 | 47 |
| -7.49% | Apr 26, 2021 | 12 | May 12, 2021 | 22 | Jun 14, 2021 | 34 |
| -7.30% | Sep 7, 2021 | 19 | Oct 4, 2021 | 13 | Oct 21, 2021 | 32 |
| -6.89% | Feb 18, 2011 | 17 | Mar 16, 2011 | 28 | Apr 26, 2011 | 45 |
| -6.73% | Mar 22, 2024 | 19 | Apr 19, 2024 | 17 | May 14, 2024 | 36 |
| -6.28% | Jul 26, 2019 | 6 | Aug 5, 2019 | 58 | Oct 25, 2019 | 64 |
| -5.84% | May 21, 2013 | 23 | Jun 24, 2013 | 12 | Jul 11, 2013 | 35 |
| -5.52% | Jan 22, 2014 | 8 | Feb 3, 2014 | 9 | Feb 14, 2014 | 17 |