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

📈 Total Real Returns

MO,XOM,AMLP,MLPA,OKE,PAA,ET,HE,SCHD: Total Return Chart (with Dividends Reinvested)

Thu 2012-04-19💬 to Wed 2026-05-27 YTD
Return 		1 Year
Return
MO × 		+27.16%
2026-05-27 		+29.46%
2026-05-27
Altria Group NYSE Common Stock
XOM × 		+24.56%
2026-05-27 		+47.43%
2026-05-27
Exxon Mobil Corp NYSE Common Stock
AMLP × 		+16.53%
2026-05-27 		+17.05%
2026-05-27
Alerian MLP ETF Exchange-Traded Fund
MLPA × 		+15.92%
2026-05-27 		+16.13%
2026-05-27
Global X MLP ETF Exchange-Traded Fund
OKE × 		+23.12%
2026-05-27 		+13.86%
2026-05-27
ONEOK Inc NYSE Common Stock
PAA × 		+33.08%
2026-05-27 		+47.83%
2026-05-27
Plains All American Pipeline LP NASDAQ Common Stock
ET × 		+21.48%
2026-05-27 		+16.02%
2026-05-27
Energy Transfer LP NYSE Common Stock
HE × 		+10.16%
2026-05-27 		+24.66%
2026-05-27
Hawaiian Electric Industries Inc NYSE Common Stock
SCHD × 		+19.67%
2026-05-27 		+28.69%
2026-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2012-04-19💬 to Wed 2026-05-27 Overall
Return 		Exponential
Trendline
MO × 		+437.47%
+12.66%/yr 		+7.94%/yr
(R2=0.706)
Altria Group NYSE Common Stock
XOM × 		+203.59%
+8.19%/yr 		+5.90%/yr
(R2=0.419)
Exxon Mobil Corp NYSE Common Stock
AMLP × 		+97.39%
+4.94%/yr 		+1.99%/yr
(R2=0.083)
Alerian MLP ETF Exchange-Traded Fund
MLPA × 		+80.68%
+4.28%/yr 		+1.47%/yr
(R2=0.049)
Global X MLP ETF Exchange-Traded Fund
OKE × 		+423.78%
+12.46%/yr 		+11.40%/yr
(R2=0.740)
ONEOK Inc NYSE Common Stock
PAA × 		+60.30%
+3.40%/yr 		−3.29%/yr
(R2=0.106)
Plains All American Pipeline LP NASDAQ Common Stock
ET × 		+454.19%
+12.91%/yr 		+5.88%/yr
(R2=0.276)
Energy Transfer LP NYSE Common Stock
HE × 		−15.41%
−1.18%/yr 		−1.06%/yr
(R2=0.010)
Hawaiian Electric Industries Inc NYSE Common Stock
SCHD × 		+456.18%
+12.94%/yr 		+12.07%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2012-04-19💬 to Wed 2026-05-27 Start
Value 		End
Value
MO × 		$10,000.00
2012-04-19 		$53,747.25
2026-05-27
Altria Group NYSE Common Stock
XOM × 		$10,000.00
2012-04-19 		$30,358.51
2026-05-27
Exxon Mobil Corp NYSE Common Stock
AMLP × 		$10,000.00
2012-04-19 		$19,739.11
2026-05-27
Alerian MLP ETF Exchange-Traded Fund
MLPA × 		$10,000.00
2012-04-19 		$18,068.32
2026-05-27
Global X MLP ETF Exchange-Traded Fund
OKE × 		$10,000.00
2012-04-19 		$52,378.44
2026-05-27
ONEOK Inc NYSE Common Stock
PAA × 		$10,000.00
2012-04-19 		$16,029.87
2026-05-27
Plains All American Pipeline LP NASDAQ Common Stock
ET × 		$10,000.00
2012-04-19 		$55,418.58
2026-05-27
Energy Transfer LP NYSE Common Stock
HE × 		$10,000.00
2012-04-19 		$8,459.07
2026-05-27
Hawaiian Electric Industries Inc NYSE Common Stock
SCHD × 		$10,000.00
2012-04-19 		$55,618.21
2026-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year MO XOM AMLP MLPA OKE PAA ET HE SCHD
2026 (YTD) +27.16% +24.56% +16.53% +15.92% +23.12% +33.08% +21.48% +10.16% +19.67%
2025 +18.17% +15.98% +5.78% +5.73% −22.94% +14.30% −9.36% +26.41% +4.34%
2024 +40.76% +11.26% +22.76% +20.35% +50.10% +21.38% +53.88% −31.43% +11.66%
2023 −3.70% −6.26% +21.40% +15.93% +13.21% +39.19% +27.89% −64.58% +4.54%
2022 +4.37% +87.46% +25.47% +27.03% +18.86% +35.79% +55.74% +4.31% −3.26%
2021 +24.18% +57.58% +39.09% +39.64% +64.67% +22.24% +43.00% +21.27% +29.87%
2020 −10.21% −36.21% −32.27% −33.97% −43.44% −49.63% −44.92% −21.90% +15.03%
2019 +7.87% +7.23% +5.99% +11.91% +47.77% −2.28% +5.88% +31.91% +27.29%
2018 −27.14% −15.09% −12.67% −15.71% +6.27% +2.31% −17.74% +4.97% −5.56%
2017 +9.45% −3.81% −7.89% −8.31% −2.12% −31.34% −4.66% +13.42% +20.85%
2016 +20.44% +19.88% +14.92% +20.59% +149.63% +55.40% +54.96% +18.98% +16.45%
2015 +23.11% −12.79% −25.66% −30.06% −47.42% −51.88% −50.30% −9.98% −0.30%
2014 +34.48% −6.06% +4.82% +4.18% −5.33% +3.81% +44.70% +34.94% +11.69%
2013 +28.54% +20.12% +18.53% +17.89% +45.45% +19.51% +87.72% +8.54% +32.88%
2012 +11.73% +4.70% +1.90% +0.69% −1.35% +29.53% +18.79% −0.42% +11.39%
2011 +27.66% +18.67% +10.11% — +56.36% +24.30% +10.15% +22.27% +5.31%
2010 +33.92% +10.13% +8.95% — +24.53% +26.59% +35.82% +15.20% —
2009 +40.35% −12.61% — — +53.19% +65.37% +105.26% +1.57% —
2008 −29.66% −13.11% — — −34.92% −27.98% −50.63% +2.13% —
2007 +35.61% +24.29% — — +3.88% +7.55% +16.91% −11.55% —
2006 +38.59% +39.08% — — +61.99% +37.93% +41.76% +9.79% —
2005 +47.99% +11.79% — — −6.29% +11.43% — −6.91% —
2004 +41.81% +28.06% — — +28.73% +24.48% — +29.05% —
2003 +76.59% +20.64% — — +15.01% +43.52% — +14.22% —
2002 +11.55% −8.87% — — +7.63% +2.02% — +15.37% —
2001 +29.18% −8.55% — — −25.81% +47.23% — +15.61% —
2000 +165.54% +7.91% — — +91.93% +63.75% — +38.88% —
1999 −45.63% +10.17% — — −30.31% −18.18% — −23.01% —
1998 +39.82% +19.51% — — −10.38% −13.44% — +4.87% —
1997 +40.78% +24.88% — — +34.58% — — +21.12% —
1996 +51.15% +20.82% — — +31.15% — — +3.13% —
1995 +87.72% +33.58% — — +27.09% — — +27.88% —
1994 +31.40% −3.69% — — −4.64% — — −3.18% —
1993 −10.77% +3.34% — — +2.72% — — +2.62% —
1992 +9.52% +0.48% — — +8.89% — — +7.40% —
1991 +75.12% +17.72% — — +15.90% — — +23.93% —
1990 +44.60% +3.58% — — −6.60% — — −16.00% —
1989 +90.41% +13.73% — — +68.87% — — +44.67% —
1988 +44.55% +15.50% — — +12.69% — — +22.25% —
1987 +38.36% +9.18% — — −50.00% — — −12.49% —
1986 +92.11% +28.16% — — +5.10% — — +40.67% —
1985 +35.71% +23.53% — — +10.39% — — +39.19% —
1984 +3.70% +21.62% — — −5.33% — — +3.70% —
1983 — +27.02% — — +14.56% — — — —
1982 — −3.86% — — −3.62% — — — —
1981 — −22.03% — — −26.82% — — — —
1980 — +46.30% — — +6.34% — — — —
1979 — +12.25% — — — — — — —
1978 — +2.10% — — — — — — —
1977 — −10.24% — — — — — — —
1976 — +20.97% — — — — — — —
1975 — +37.65% — — — — — — —
1974 — −31.20% — — — — — — —
1973 — +7.72% — — — — — — —
1972 — +18.82% — — — — — — —
1971 — +0.67% — — — — — — —
1970 — +19.00% — — — — — — —
1969 — −21.46% — — — — — — —
1968 — +16.49% — — — — — — —
1967 — +6.72% — — — — — — —
1966 — −21.30% — — — — — — —
1965 — −10.82% — — — — — — —
1964 — +18.59% — — — — — — —
1963 — +27.73% — — — — — — —
1962 — +17.82% — — — — — — —

Drawdowns

Thu 2012-04-19💬 to Wed 2026-05-27 Current
Drawdown 		Worst
Drawdown
MO × 		−3.27%
from 2026-05-01 peak 		−53.69%
2020-03-23
from 2017-06-19 peak
Altria Group NYSE Common Stock
XOM × 		−13.16%
from 2026-03-30 peak 		−62.40%
2020-03-23
from 2014-06-23 peak
Exxon Mobil Corp NYSE Common Stock
AMLP × 		−3.92%
from 2026-05-19 peak 		−77.19%
2020-03-18
from 2014-08-29 peak
Alerian MLP ETF Exchange-Traded Fund
MLPA × 		−3.97%
from 2026-05-19 peak 		−78.75%
2020-03-18
from 2014-08-29 peak
Global X MLP ETF Exchange-Traded Fund
OKE × 		−18.62%
from 2024-11-22 peak 		−80.17%
2020-03-18
from 2020-02-20 peak
ONEOK Inc NYSE Common Stock
PAA × 		−5.72%
from 2014-09-08 peak 		−91.99%
2020-03-18
from 2014-09-08 peak
Plains All American Pipeline LP NASDAQ Common Stock
ET × 		−5.20%
from 2026-05-19 peak 		−87.81%
2016-02-08
from 2015-06-15 peak
Energy Transfer LP NYSE Common Stock
HE × 		−70.83%
from 2020-03-18 peak 		−83.34%
2024-07-08
from 2020-03-18 peak
Hawaiian Electric Industries Inc NYSE Common Stock
SCHD × 		−0.85%
from 2026-05-22 peak 		−33.37%
2020-03-23
from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-27 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
MO × 		+29.46% +83.47%
+35.31%/yr 		+104.37%
+26.87%/yr 		+116.26%
+16.68%/yr 		+121.49%
+8.28%/yr
Altria Group NYSE Common Stock
XOM × 		+47.43% +39.25%
+17.94%/yr 		+55.76%
+15.90%/yr 		+203.61%
+24.88%/yr 		+153.68%
+9.76%/yr
Exxon Mobil Corp NYSE Common Stock
AMLP × 		+17.05% +36.00%
+16.56%/yr 		+71.95%
+19.78%/yr 		+127.86%
+17.91%/yr 		+98.49%
+7.10%/yr
Alerian MLP ETF Exchange-Traded Fund
MLPA × 		+16.13% +35.33%
+16.27%/yr 		+61.56%
+17.32%/yr 		+112.62%
+16.29%/yr 		+87.32%
+6.48%/yr
Global X MLP ETF Exchange-Traded Fund
OKE × 		+13.86% +20.46%
+9.72%/yr 		+79.64%
+21.54%/yr 		+120.16%
+17.10%/yr 		+278.29%
+14.23%/yr
ONEOK Inc NYSE Common Stock
PAA × 		+47.83% +58.02%
+25.61%/yr 		+111.50%
+28.33%/yr 		+218.20%
+26.05%/yr 		+123.31%
+8.37%/yr
Plains All American Pipeline LP NASDAQ Common Stock
ET × 		+16.02% +45.21%
+20.43%/yr 		+93.81%
+24.65%/yr 		+186.65%
+23.45%/yr 		+279.94%
+14.28%/yr
Energy Transfer LP NYSE Common Stock
HE × 		+24.66% +27.47%
+12.86%/yr 		−61.42%
−27.17%/yr 		−65.03%
−18.96%/yr 		−45.65%
−5.92%/yr
Hawaiian Electric Industries Inc NYSE Common Stock
SCHD × 		+28.69% +34.85%
+16.07%/yr 		+55.04%
+15.72%/yr 		+51.87%
+8.72%/yr 		+235.45%
+12.87%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund