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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-07-18 YTD
Return
TR
Price
SCHD
×
+0.77%
2025-07-18
4.992 TR
2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ARCC
×
+10.85%
2025-07-18
13.25 TR
2025-07-18
Ares Capital Corporation NASDAQ Common Stock

Returns

Thu 2011-10-20? to Fri 2025-07-18 Overall
Return
Exponential
Trendline
SCHD
×
+399.20%
+12.41%/yr
+12.37%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ARCC
×
+483.05%
+13.69%/yr
+12.12%/yr
(R2=0.953)
Ares Capital Corporation NASDAQ Common Stock

Growth of $10,000

Thu 2011-10-20? to Fri 2025-07-18 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$49,919.63
2025-07-18
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ARCC
×
$10,000.00
2011-10-20
$58,304.86
2025-07-18
Ares Capital Corporation NASDAQ Common Stock

Annual Returns

Year SCHD ARCC
2025 (YTD) +0.77% +10.85%
2024 +11.66% +19.78%
2023 +4.54% +20.03%
2022 −3.26% −3.84%
2021 +29.87% +36.14%
2020 +15.03% +0.86%
2019 +27.29% +31.30%
2018 −5.56% +8.81%
2017 +20.85% +4.50%
2016 +16.45% +28.03%
2015 −0.30% +0.80%
2014 +11.69% −3.60%
2013 +32.88% +11.08%
2012 +11.39% +24.72%
2011 +5.31% +2.56%
2010 +45.43%
2009 +147.00%
2008 −48.54%
2007 −15.51%
2006 +30.35%
2005 −10.85%
2004 +31.43%

Drawdowns

Thu 2011-10-20? to Fri 2025-07-18 Current
Drawdown
Worst
Drawdown
SCHD
×
−5.90% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
ARCC
×
−0.17% −56.77%
2020-03-23
Ares Capital Corporation NASDAQ Common Stock