SCHD,COST Total Return Stock Chart (Dividends Reinvested) | Total Real Returns

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

Total Real Returns

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

Dividends Reinvested:

Thu 2011-10-20^? to Thu 2025-08-28	YTD Return	TR Price
SCHD ^×	+3.76% 2025-08-28	5.14 TR 2025-08-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST ^×	+3.52% 2025-08-28	0.04995 TR 2025-08-28
Costco Wholesale Corp NASDAQ Common Stock

Returns

Thu 2011-10-20^? to Thu 2025-08-28	Overall Return	Exponential Trendline
SCHD ^×	+413.98% +12.54%/yr	+12.33%/yr (R²=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST ^×	+1,443.39% +21.83%/yr	+22.18%/yr (R²=0.979)
Costco Wholesale Corp NASDAQ Common Stock

Growth of $10,000

Thu 2011-10-20^? to Thu 2025-08-28	Start Value	End Value
SCHD ^×	$10,000.00 2011-10-20	$51,397.64 2025-08-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST ^×	$10,000.00 2011-10-20	$154,338.65 2025-08-28
Costco Wholesale Corp NASDAQ Common Stock

Annual Returns

Year	SCHD	COST
2025 (YTD)	+3.76%	+3.52%
2024	+11.66%	+39.62%
2023	+4.54%	+49.00%
2022	−3.26%	−19.05%
2021	+29.87%	+51.82%
2020	+15.03%	+32.67%
2019	+27.29%	+45.70%
2018	−5.56%	+10.60%
2017	+20.85%	+22.37%
2016	+16.45%	+0.28%
2015	−0.30%	+18.94%
2014	+11.69%	+20.46%
2013	+32.88%	+21.83%
2012	+11.39%	+28.40%
2011	+5.31%	+16.74%
2010	—	+23.68%
2009	—	+14.32%
2008	—	−23.99%
2007	—	+33.22%
2006	—	+7.91%
2005	—	+3.19%
2004	—	+31.14%
2003	—	+32.50%
2002	—	−36.77%
2001	—	+11.12%
2000	—	−12.47%
1999	—	+26.41%
1998	—	+61.76%
1997	—	+77.61%
1996	—	+64.75%
1995	—	+18.45%
1994	—	−33.12%
1993	—	+6.21%
1992	—	−27.86%
1991	—	+28.03%
1990	—	−15.14%
1989	—	+27.29%
1988	—	+14.50%
1987	—	+0.00%
1986	—	−99.97%
1985	—	+10.53%

Drawdowns

Thu 2011-10-20^? to Thu 2025-08-28	Current Drawdown	Worst Drawdown
SCHD ^×	−3.11%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST ^×	−12.01%	−31.40% 2022-05-20
Costco Wholesale Corp NASDAQ Common Stock