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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-06-03 YTD
Return 		TR
Price
SCHD × 		−2.35%
2025-06-03 		4.837 TR
2025-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO × 		+15.14%
2025-06-03 		1296.17 TR
2025-06-03
The Coca-Cola Company NYSE Common Stock
T × 		+25.70%
2025-06-03 		116.16 TR
2025-06-03
AT&T Inc NYSE Common Stock

Returns

Thu 2011-10-20? to Tue 2025-06-03 Overall
Return 		Exponential
Trendline
SCHD × 		+383.73%
+12.27%/yr 		+12.42%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO × 		+222.11%
+8.97%/yr 		+8.09%/yr
(R2=0.963)
The Coca-Cola Company NYSE Common Stock
T × 		+237.36%
+9.34%/yr 		+4.55%/yr
(R2=0.625)
AT&T Inc NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Tue 2025-06-03 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$48,372.64
2025-06-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO × 		$10,000.00
2011-10-20 		$32,211.19
2025-06-03
The Coca-Cola Company NYSE Common Stock
T × 		$10,000.00
2011-10-20 		$33,736.34
2025-06-03
AT&T Inc NYSE Common Stock

Annual Returns

Year SCHD KO T
2025 (YTD) −2.35% +15.14% +25.70%
2024 +11.66% +8.88% +44.08%
2023 +4.54% −4.43% −2.74%
2022 −3.26% +10.61% +6.46%
2021 +29.87% +11.37% −5.90%
2020 +15.03% +2.47% −19.65%
2019 +27.29% +20.60% +48.48%
2018 −5.56% +6.77% −20.77%
2017 +20.85% +14.38% −2.46%
2016 +16.45% −0.36% +31.99%
2015 −0.30% +5.14% +10.31%
2014 +11.69% +5.27% +2.39%
2013 +32.88% +17.23% +11.55%
2012 +11.39% +6.53% +19.52%
2011 +5.31% +9.46% +11.10%
2010 — +19.02% +13.92%
2009 — +30.30% +6.84%
2008 — −24.10% −26.92%
2007 — +30.45% +22.07%
2006 — +23.10% +55.58%
2005 — −0.66% +1.99%
2004 — −16.12% +5.44%
2003 — +18.13% +3.55%
2002 — −5.50% −27.49%
2001 — −20.90% −15.47%
2000 — +5.98% +0.77%
1999 — −12.16% −6.82%
1998 — +1.32% +50.80%
1997 — +27.86% +47.03%
1996 — +43.26% −3.04%
1995 — +46.20% +48.77%
1994 — +17.44% +2.33%
1993 — +8.29% +17.96%
1992 — +5.77% +21.71%
1991 — +75.40% +23.51%
1990 — +22.72% −6.61%
1989 — +77.04% +70.09%
1988 — +20.60% +28.20%
1987 — +3.61% +4.66%
1986 — +37.99% +43.10%
1985 — +41.25% +33.86%
1984 — +22.27% +31.93%
1983 — +8.42% −4.49%
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 2011-10-20? to Tue 2025-06-03 Current
Drawdown 		Worst
Drawdown
SCHD × 		−8.81% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO × 		−3.71% −36.99%
2020-03-23
The Coca-Cola Company NYSE Common Stock
T × 		−1.20% −39.44%
2023-07-18
AT&T Inc NYSE Common Stock