| Index | Index YTD return | Index maximum draw-down from YTD high | Average member maximum draw-down from YTD high | Index return since 4/8/25 low | Index maximum draw-down since 4/8/25 low | Average member draw-down since 4/8/25 low |
|---|---|---|---|---|---|---|
| S&P 500 | 12% | -19% | -27% | 33% | -5% | -18% |
| Nasdaq | 15% | -24% | -51% | 46% | -8% | -41% |
| Russell 2000 | 6% | -24% | -41% | 35% | -9% | -30% |
| Dow Jones | 9% | -16% | -24% | 23% | -6% | -15% |
Disclosure Title
Source
Disclosure
Charles Schwab, Bloomberg, as of 11/21/2025. Some members excluded from year-to-date return columns given additions to indices were after January 2025. Indexes are unmanaged, do not incur management fees, costs and expenses and cannot be invested in directly. Past performance is no guarantee of future results.