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

Total Real Returns

MO,XOM,OKE,HE,SCHD: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20💬 to Wed 2026-06-03 YTD
Return 		1 Year
Return
MO × 		+23.96%
2026-06-03 		+24.64%
2026-06-03
Altria Group NYSE Common Stock
XOM × 		+28.46%
2026-06-03 		+51.63%
2026-06-03
Exxon Mobil Corp NYSE Common Stock
OKE × 		+21.08%
2026-06-03 		+9.96%
2026-06-03
ONEOK Inc NYSE Common Stock
HE × 		+8.78%
2026-06-03 		+24.47%
2026-06-03
Hawaiian Electric Industries Inc NYSE Common Stock
SCHD × 		+19.01%
2026-06-03 		+27.16%
2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20💬 to Wed 2026-06-03 Overall
Return 		Exponential
Trendline
MO × 		+527.93%
+13.39%/yr 		+8.49%/yr
(R2=0.734)
Altria Group NYSE Common Stock
XOM × 		+243.11%
+8.80%/yr 		+5.74%/yr
(R2=0.429)
Exxon Mobil Corp NYSE Common Stock
OKE × 		+476.45%
+12.73%/yr 		+11.35%/yr
(R2=0.759)
ONEOK Inc NYSE Common Stock
HE × 		−13.48%
−0.99%/yr 		−0.51%/yr
(R2=0.003)
Hawaiian Electric Industries Inc NYSE Common Stock
SCHD × 		+515.10%
+13.23%/yr 		+12.20%/yr
(R2=0.977)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20💬 to Wed 2026-06-03 Start
Value 		End
Value
MO × 		$10,000.00
2011-10-20 		$62,792.53
2026-06-03
Altria Group NYSE Common Stock
XOM × 		$10,000.00
2011-10-20 		$34,311.18
2026-06-03
Exxon Mobil Corp NYSE Common Stock
OKE × 		$10,000.00
2011-10-20 		$57,645.41
2026-06-03
ONEOK Inc NYSE Common Stock
HE × 		$10,000.00
2011-10-20 		$8,651.51
2026-06-03
Hawaiian Electric Industries Inc NYSE Common Stock
SCHD × 		$10,000.00
2011-10-20 		$61,509.52
2026-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year MO XOM OKE HE SCHD
2026 (YTD) +23.96% +28.46% +21.08% +8.78% +19.01%
2025 +18.17% +15.98% −22.94% +26.41% +4.34%
2024 +40.76% +11.26% +50.10% −31.43% +11.66%
2023 −3.70% −6.26% +13.21% −64.58% +4.54%
2022 +4.37% +87.46% +18.86% +4.31% −3.26%
2021 +24.18% +57.58% +64.67% +21.27% +29.87%
2020 −10.21% −36.21% −43.44% −21.90% +15.03%
2019 +7.87% +7.23% +47.77% +31.91% +27.29%
2018 −27.14% −15.09% +6.27% +4.97% −5.56%
2017 +9.45% −3.81% −2.12% +13.42% +20.85%
2016 +20.44% +19.88% +149.63% +18.98% +16.45%
2015 +23.11% −12.79% −47.42% −9.98% −0.30%
2014 +34.48% −6.06% −5.33% +34.94% +11.69%
2013 +28.54% +20.12% +45.45% +8.54% +32.88%
2012 +11.73% +4.70% −1.36% −0.42% +11.39%
2011 +27.66% +18.67% +56.32% +22.27% +5.31%
2010 +33.92% +10.13% +24.49% +15.20% —
2009 +40.35% −12.61% +53.11% +1.57% —
2008 −29.66% −13.11% −34.94% +2.13% —
2007 +35.61% +24.29% +3.85% −11.55% —
2006 +38.59% +39.08% +61.95% +9.79% —
2005 +47.99% +11.79% −6.29% −6.91% —
2004 +41.81% +28.06% +28.72% +29.05% —
2003 +76.59% +20.64% +15.01% +14.22% —
2002 +11.55% −8.87% +7.63% +15.37% —
2001 +29.18% −8.55% −25.85% +15.61% —
2000 +165.54% +7.91% +91.63% +38.88% —
1999 −45.63% +10.17% −30.42% −23.01% —
1998 +39.82% +19.51% −10.50% +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% +27.08% +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% +14.73% +23.93% —
1990 +44.60% +3.58% −7.26% −16.00% —
1989 +90.41% +13.73% +68.88% +44.67% —
1988 +44.55% +15.50% +12.68% +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 2011-10-20💬 to Wed 2026-06-03 Current
Drawdown 		Worst
Drawdown
MO × 		−5.70%
from 2026-05-01 peak 		−53.69%
2020-03-23
from 2017-06-19 peak
Altria Group NYSE Common Stock
XOM × 		−10.44%
from 2026-03-30 peak 		−62.40%
2020-03-23
from 2014-06-23 peak
Exxon Mobil Corp NYSE Common Stock
OKE × 		−19.97%
from 2024-11-22 peak 		−80.17%
2020-03-18
from 2020-02-20 peak
ONEOK Inc NYSE Common Stock
HE × 		−71.20%
from 2020-03-18 peak 		−83.34%
2024-07-08
from 2020-03-18 peak
Hawaiian Electric Industries Inc NYSE Common Stock
SCHD × 		−1.40%
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 2026-06-03 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
MO × 		+24.64% +74.80%
+32.24%/yr 		+96.07%
+25.13%/yr 		+108.38%
+15.82%/yr 		+111.50%
+7.78%/yr
Altria Group NYSE Common Stock
XOM × 		+51.63% +42.32%
+19.31%/yr 		+59.43%
+16.80%/yr 		+199.71%
+24.55%/yr 		+166.48%
+10.30%/yr
Exxon Mobil Corp NYSE Common Stock
OKE × 		+9.96% +20.42%
+9.74%/yr 		+72.34%
+19.87%/yr 		+112.81%
+16.31%/yr 		+261.05%
+13.70%/yr
ONEOK Inc NYSE Common Stock
HE × 		+24.47% +25.05%
+11.83%/yr 		−62.71%
−28.00%/yr 		−66.07%
−19.44%/yr 		−47.49%
−6.24%/yr
Hawaiian Electric Industries Inc NYSE Common Stock
SCHD × 		+27.16% +34.04%
+15.79%/yr 		+52.43%
+15.07%/yr 		+50.32%
+8.50%/yr 		+232.69%
+12.77%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund