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