| Index | Index 2025 return | Index maximum drawdown from YTD high | Average member maximum drawdown from YTD high | Index return since 4/8/25 low | Index maximum drawdown since 4/8/25 low | Average member maximum drawdown since 4/8/25 low |
|---|---|---|---|---|---|---|
| S&P 500 | 16% | -19% | -27% | 37% | -5% | -19% |
| NASDAQ | 20% | -24% | -52% | 52% | -8% | -43% |
| Russell 2000 | 11% | -24% | -41% | 41% | -9% | -30% |
Disclosure Title
Source:
Disclosure
Charles Schwab, Bloomberg, as of 12/31/2025.
Some members excluded from year-to-date return columns given additions to indices were after January 2025. Table represents price performance. 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.