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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-08-01 YTD
Return 		TR
Price
SCHD × 		−1.61%
2025-08-01 		4.874 TR
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST × 		+4.35%
2025-08-01 		878.14 TR
2025-08-01
Costco Wholesale Corp NASDAQ Common Stock

Returns

Thu 2011-10-20? to Fri 2025-08-01 Overall
Return 		Exponential
Trendline
SCHD × 		+387.37%
+12.18%/yr 		+12.36%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST × 		+1,455.74%
+22.03%/yr 		+22.15%/yr
(R2=0.979)
Costco Wholesale Corp NASDAQ Common Stock

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$48,737.23
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST × 		$10,000.00
2011-10-20 		$155,573.67
2025-08-01
Costco Wholesale Corp NASDAQ Common Stock

Annual Returns

Year SCHD COST
2025 (YTD) −1.61% +4.35%
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 — −21.43%
1992 — −34.08%
1991 — +131.09%
1990 — +36.88%
1989 — +143.96%
1988 — +92.43%
1987 — −38.32%
1986 — +13.23%
1985 — +10.53%

Drawdowns

Thu 2011-10-20? to Fri 2025-08-01 Current
Drawdown 		Worst
Drawdown
SCHD × 		−8.13% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COST × 		−11.31% −31.40%
2022-05-20
Costco Wholesale Corp NASDAQ Common Stock