All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

DGRO,DIVO,SCHD: Total Return Chart (with Dividends Reinvested)

Wed 2016-12-14? to Fri 2024-11-29 YTD
Return
TR
Price
DGRO
×
+22.73%
2024-11-29
3.353 TR
2024-11-29
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
+22.50%
2024-11-29
2.604 TR
2024-11-29
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+19.58%
2024-11-29
5.305 TR
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Wed 2016-12-14? to Fri 2024-11-29 Overall
Return
Exponential
Trendline
DGRO
×
+168.40%
+13.21%/yr
+11.70%/yr
(R2=0.929)
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
+160.37%
+12.78%/yr
+11.60%/yr
(R2=0.952)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+161.79%
+12.85%/yr
+12.50%/yr
(R2=0.910)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Wed 2016-12-14? to Fri 2024-11-29 Start
Value
End
Value
DGRO
×
$10,000.00
2016-12-14
$26,840.15
2024-11-29
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
$10,000.00
2016-12-14
$26,037.33
2024-11-29
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-12-14
$26,178.85
2024-11-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year DGRO DIVO SCHD
2024 (YTD) +22.73% +22.50% +19.58%
2023 +10.47% +6.95% +4.54%
2022 −7.91% −1.46% −3.26%
2021 +26.64% +22.88% +29.87%
2020 +9.50% +12.41% +15.03%
2019 +29.87% +24.90% +27.29%
2018 −2.38% −3.18% −5.56%
2017 +23.00% +21.42% +20.85%
2016 +15.21% −0.56% +16.45%
2015 −0.69% −0.30%
2014 +8.56% +11.69%
2013 +32.88%
2012 +11.39%
2011 +5.31%

Drawdowns

Wed 2016-12-14? to Fri 2024-11-29 Current
Drawdown
Worst
Drawdown
DGRO
×
0.00% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund
DIVO
×
0.00% −30.04%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
0.00% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund