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 2025-04-29 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
T × 		+22.74%
2025-04-29 		57.5 TR
2025-04-29
AT&T Inc NYSE Common Stock

Returns

Thu 2011-10-20? to Tue 2025-04-29 Overall
Return 		Exponential
Trendline
SCHD × 		+373.66%
+12.19%/yr 		+12.47%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO × 		+227.50%
+9.17%/yr 		+8.06%/yr
(R2=0.963)
The Coca-Cola Company NYSE Common Stock
T × 		+171.88%
+7.68%/yr 		+2.75%/yr
(R2=0.383)
AT&T Inc NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Tue 2025-04-29 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$47,366.40
2025-04-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO × 		$10,000.00
2011-10-20 		$32,749.86
2025-04-29
The Coca-Cola Company NYSE Common Stock
T × 		$10,000.00
2011-10-20 		$27,187.71
2025-04-29
AT&T Inc NYSE Common Stock

Annual Returns

Year SCHD KO T
2025 (YTD) −4.38% +17.06% +22.74%
2024 +11.66% +8.88% +44.08%
2023 +4.54% −4.43% −2.74%
2022 −3.26% +10.61% +5.76%
2021 +29.87% +11.37% −8.09%
2020 +15.03% +2.47% −21.37%
2019 +27.29% +20.60% +45.54%
2018 −5.56% +6.77% −22.25%
2017 +20.85% +14.38% −4.01%
2016 +16.45% −0.36% +29.87%
2015 −0.30% +5.14% +8.32%
2014 +11.69% +5.27% +0.66%
2013 +32.88% +17.23% +9.72%
2012 +11.39% +6.53% +17.49%
2011 +5.31% +9.46% +9.02%
2010 — +19.02% +11.60%
2009 — +30.30% +4.68%
2008 — −24.10% −28.05%
2007 — +30.45% +20.61%
2006 — +23.10% +53.15%
2005 — −0.66% +0.23%
2004 — −16.12% +3.77%
2003 — +18.13% +1.67%
2002 — −5.50% −28.31%
2001 — −20.90% −16.08%
2000 — +5.98% +0.07%
1999 — −12.16% −7.37%
1998 — +1.32% +49.73%
1997 — +27.86% +45.57%
1996 — +43.26% −4.93%
1995 — +46.20% +45.23%
1994 — +17.44% −0.23%
1993 — +8.29% +15.02%
1992 — +5.77% +18.04%
1991 — +75.40% +19.38%
1990 — +22.72% −9.52%
1989 — +77.04% +70.08%
1988 — +20.60% +28.22%
1987 — +3.61% +4.66%
1986 — +37.99% +43.09%
1985 — +41.25% +33.88%
1984 — +22.27% +20.17%
1983 — +8.42% −4.47%
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 2025-04-29 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
T × 		−3.53% −42.35%
2023-07-18
AT&T Inc NYSE Common Stock