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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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