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

Total Real Returns

SCHD,KO,DGRO: Total Return Chart (with Dividends Reinvested)

Thu 2014-06-12? to Tue 2025-04-29 YTD
Return
TR
Price
SCHD
×
−4.38%
2025-04-29
4.737 TR
2025-04-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
+17.06%
2025-04-29
1317.85 TR
2025-04-29
The Coca-Cola Company NYSE Common Stock
DGRO
×
−1.71%
2025-04-29
3.132 TR
2025-04-29
iShares Core Dividend Growth ETF Exchange-Traded Fund

Returns

Thu 2014-06-12? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
SCHD
×
+191.41%
+10.33%/yr
+12.21%/yr
(R2=0.957)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
+151.35%
+8.84%/yr
+8.42%/yr
(R2=0.946)
The Coca-Cola Company NYSE Common Stock
DGRO
×
+213.19%
+11.06%/yr
+12.09%/yr
(R2=0.968)
iShares Core Dividend Growth ETF Exchange-Traded Fund

Growth of $10,000

Thu 2014-06-12? to Tue 2025-04-29 Start
Value
End
Value
SCHD
×
$10,000.00
2014-06-12
$29,141.29
2025-04-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
$10,000.00
2014-06-12
$25,134.62
2025-04-29
The Coca-Cola Company NYSE Common Stock
DGRO
×
$10,000.00
2014-06-12
$31,319.17
2025-04-29
iShares Core Dividend Growth ETF Exchange-Traded Fund

Annual Returns

Year SCHD KO DGRO
2025 (YTD) −4.38% +17.06% −1.71%
2024 +11.66% +8.88% +16.62%
2023 +4.54% −4.43% +10.47%
2022 −3.26% +10.61% −7.91%
2021 +29.87% +11.37% +26.65%
2020 +15.03% +2.47% +9.50%
2019 +27.29% +20.60% +29.87%
2018 −5.56% +6.77% −2.38%
2017 +20.85% +14.38% +23.00%
2016 +16.45% −0.36% +15.20%
2015 −0.30% +5.14% −0.69%
2014 +11.69% +5.27% +8.56%
2013 +32.88% +17.23%
2012 +11.39% +6.53%
2011 +5.31% +9.46%
2010 +19.02%
2009 +30.30%
2008 −24.10%
2007 +30.45%
2006 +23.10%
2005 −0.66%
2004 −16.12%
2003 +18.13%
2002 −5.50%
2001 −20.90%
2000 +5.98%
1999 −12.16%
1998 +1.32%
1997 +27.86%
1996 +43.26%
1995 +46.20%
1994 +17.44%
1993 +8.29%
1992 +5.77%
1991 +75.40%
1990 +22.72%
1989 +77.04%
1988 +20.60%
1987 +3.61%
1986 +37.99%
1985 +41.25%
1984 +22.27%
1983 +8.42%
1982 +60.08%
1981 +11.29%
1980 +3.39%
1979 −17.20%
1978 +22.82%
1977 −1.77%
1976 −0.85%
1975 +59.71%
1974 −56.97%
1973 −13.71%
1972 +23.18%
1971 +46.26%
1970 +4.53%
1969 +15.05%
1968 +7.91%
1967 +47.79%
1966 +4.28%
1965 +22.22%
1964 +21.62%
1963 +35.56%
1962 −15.48%

Drawdowns

Thu 2014-06-12? to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
SCHD
×
−10.71% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
−2.10% −36.99%
2020-03-23
The Coca-Cola Company NYSE Common Stock
DGRO
×
−6.60% −35.10%
2020-03-23
iShares Core Dividend Growth ETF Exchange-Traded Fund