All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? to Fri 2025-05-09 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−4.97%
2025-05-09 |
4.707 TR
2025-05-09 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
BX × |
−17.89%
2025-05-09 |
10.41 TR
2025-05-09 |
||||
Blackstone Group Inc NYSE Common Stock | ||||||
Thu 2011-10-20? to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+370.74%
+12.11%/yr |
+12.45%/yr
(R2=0.975) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
BX × |
+1,985.86%
+25.13%/yr |
+25.10%/yr
(R2=0.937) |
||||
Blackstone Group Inc NYSE Common Stock | ||||||
Thu 2011-10-20? to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$47,073.67
2025-05-09 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
BX × |
$10,000.00
2011-10-20 |
$208,586.48
2025-05-09 |
||||
Blackstone Group Inc NYSE Common Stock | ||||||
Year | SCHD | BX |
---|---|---|
2025 (YTD) | −4.97% | −17.89% |
2024 | +11.66% | +35.07% |
2023 | +4.54% | +82.75% |
2022 | −3.26% | −40.01% |
2021 | +29.87% | +107.11% |
2020 | +15.03% | +19.78% |
2019 | +27.29% | +96.33% |
2018 | −5.56% | +0.10% |
2017 | +20.85% | +27.34% |
2016 | +16.45% | +0.98% |
2015 | −0.30% | −6.90% |
2014 | +11.69% | +13.80% |
2013 | +32.88% | +113.38% |
2012 | +11.39% | +15.36% |
2011 | +5.31% | +3.51% |
2010 | — | +12.66% |
2009 | — | +115.49% |
2008 | — | −67.45% |
2007 | — | −35.97% |
Thu 2011-10-20? to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −11.26% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
BX × | −28.88% |
−49.29%
2022-12-28 |
||||
Blackstone Group Inc NYSE Common Stock | ||||||