SCHD,MO,QQQ: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Wed 2025-08-06	YTD Return	TR Price
SCHD ×	−0.49% 2025-08-06	4.929 TR 2025-08-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MO ×	+25.08% 2025-08-06	157875 TR 2025-08-06
Altria Group NYSE Common Stock
QQQ ×	+11.26% 2025-08-06	13.1 TR 2025-08-06
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Wed 2025-08-06	Overall Return	Exponential Trendline
SCHD ×	+392.91% +12.26%/yr	+12.35%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MO ×	+436.13% +12.94%/yr	+7.90%/yr (R2=0.684)
Altria Group NYSE Common Stock
QQQ ×	+1,034.50% +19.25%/yr	+18.75%/yr (R2=0.977)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Wed 2025-08-06	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$49,291.48 2025-08-06
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MO ×	$10,000.00 2011-10-20	$53,612.82 2025-08-06
Altria Group NYSE Common Stock
QQQ ×	$10,000.00 2011-10-20	$113,449.71 2025-08-06
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

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Annual Returns

Year	SCHD	MO	QQQ
2025 (YTD)	−0.49%	+25.08%	+11.26%
2024	+11.66%	+40.76%	+25.58%
2023	+4.54%	−3.70%	+54.86%
2022	−3.26%	+4.37%	−32.58%
2021	+29.87%	+24.18%	+27.42%
2020	+15.03%	−10.21%	+48.62%
2019	+27.29%	+7.87%	+38.96%
2018	−5.56%	−27.14%	−0.13%
2017	+20.85%	+9.44%	+32.66%
2016	+16.45%	+20.44%	+7.10%
2015	−0.30%	+23.11%	+9.44%
2014	+11.69%	+34.48%	+19.18%
2013	+32.88%	+28.54%	+36.63%
2012	+11.39%	+11.73%	+18.11%
2011	+5.31%	+27.66%	+3.38%
2010	—	+33.92%	+19.91%
2009	—	+40.36%	+54.70%
2008	—	−29.66%	−41.73%
2007	—	+35.63%	+19.03%
2006	—	+38.60%	+7.14%
2005	—	+47.98%	+1.58%
2004	—	+41.74%	+10.52%
2003	—	+76.65%	+49.67%
2002	—	+11.57%	−37.37%
2001	—	+29.21%	−33.34%
2000	—	+165.63%	−36.11%
1999	—	−45.73%	+78.95%
1998	—	+39.87%	—
1997	—	+40.71%	—
1996	—	+51.29%	—
1995	—	+87.21%	—
1994	—	+31.59%	—
1993	—	−10.71%	—
1992	—	+9.43%	—
1991	—	+75.00%	—
1990	—	+44.71%	—
1989	—	+90.26%	—
1988	—	+43.93%	—
1987	—	+37.18%	—
1986	—	+95.00%	—
1985	—	+33.33%	—
1984	—	+42.86%	—
1983	—	+40.00%	—
1982	—	+50.00%	—
1981	—	+42.86%	—
1980	—	+75.00%	—

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Drawdowns

Thu 2011-10-20? to Wed 2025-08-06	Current Drawdown	Worst Drawdown
SCHD ×	−7.08%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MO ×	0.00%	−53.69% 2020-03-23
Altria Group NYSE Common Stock
QQQ ×	−0.14%	−35.12% 2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund