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

Total Real Returns

KO,SCHD: Total Return Chart (with Dividends Reinvested)

×
Thu 2011-10-20? to Thu 2025-05-08 YTD
Return 		TR
Price
KO × 		+15.15%
2025-05-08 		1296.36 TR
2025-05-08
The Coca-Cola Company NYSE Common Stock
SCHD × 		−4.79%
2025-05-08 		4.717 TR
2025-05-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-05-08 Overall
Return 		Exponential
Trendline
KO × 		+222.16%
+9.02%/yr 		+8.07%/yr
(R2=0.963)
The Coca-Cola Company NYSE Common Stock
SCHD × 		+371.65%
+12.13%/yr 		+12.45%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-05-08 Start
Value 		End
Value
KO × 		$10,000.00
2011-10-20 		$32,215.72
2025-05-08
The Coca-Cola Company NYSE Common Stock
SCHD × 		$10,000.00
2011-10-20 		$47,165.15
2025-05-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year KO SCHD
2025 (YTD) +15.15% −4.79%
2024 +8.88% +11.66%
2023 −4.43% +4.54%
2022 +10.61% −3.26%
2021 +11.37% +29.87%
2020 +2.47% +15.03%
2019 +20.60% +27.29%
2018 +6.77% −5.56%
2017 +14.38% +20.85%
2016 −0.36% +16.45%
2015 +5.14% −0.30%
2014 +5.27% +11.69%
2013 +17.23% +32.88%
2012 +6.53% +11.39%
2011 +9.46% +5.31%
2010 +19.02% —
2009 +30.30% —
2008 −24.10% —
2007 +30.45% —
2006 +23.10% —
2005 −0.66% —
2004 −16.12% —
2003 +18.13% —
2002 −5.50% —
2001 −20.90% —
2000 +5.98% —
1999 −12.16% —
1998 +1.32% —
1997 +27.86% —
1996 +43.26% —
1995 +46.20% —
1994 +17.44% —
1993 +8.29% —
1992 +5.77% —
1991 +75.40% —
1990 +22.72% —
1989 +77.04% —
1988 +20.60% —
1987 +3.61% —
1986 +37.99% —
1985 +41.25% —
1984 +22.27% —
1983 +8.42% —
1982 +60.08% —
1981 +11.29% —
1980 +3.39% —
1979 −17.20% —
1978 +22.82% —
1977 −1.77% —
1976 −0.85% —
1975 +59.71% —
1974 −56.97% —
1973 −13.71% —
1972 +23.18% —
1971 +46.26% —
1970 +4.53% —
1969 +15.05% —
1968 +7.91% —
1967 +47.79% —
1966 +4.28% —
1965 +22.22% —
1964 +21.62% —
1963 +35.56% —
1962 −15.48% —

Drawdowns

Thu 2011-10-20? to Thu 2025-05-08 Current
Drawdown 		Worst
Drawdown
KO × 		−3.69% −36.99%
2020-03-23
The Coca-Cola Company NYSE Common Stock
SCHD × 		−11.09% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund