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

Total Real Returns

SCHD,NVDA,AAPL,MSFT: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Wed 2026-05-13 YTD
Return
TR
Price
SCHD
×
+16.73%
2026-05-13
6.033 TR
2026-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
NVDA
×
+21.10%
2026-05-13
6006.12 TR
2026-05-13
NVIDIA Corporation NASDAQ Common Stock
AAPL
×
+10.14%
2026-05-13
3043.48 TR
2026-05-13
Apple Inc NASDAQ Common Stock
MSFT
×
−16.02%
2026-05-13
6844.76 TR
2026-05-13
Microsoft Corporation NASDAQ Common Stock

Returns

Thu 2011-10-20? to Wed 2026-05-13 Overall
Return
Exponential
Trendline
SCHD
×
+503.31%
+13.14%/yr
+12.20%/yr
(R2=0.976)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
NVDA
×
+68,291.88%
+56.56%/yr
+62.93%/yr
(R2=0.968)
NVIDIA Corporation NASDAQ Common Stock
AAPL
×
+2,425.56%
+24.82%/yr
+26.02%/yr
(R2=0.959)
Apple Inc NASDAQ Common Stock
MSFT
×
+1,834.16%
+22.56%/yr
+27.61%/yr
(R2=0.978)
Microsoft Corporation NASDAQ Common Stock

Growth of $10,000

Thu 2011-10-20? to Wed 2026-05-13 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$60,331.40
2026-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
NVDA
×
$10,000.00
2011-10-20
$6,839,188.37
2026-05-13
NVIDIA Corporation NASDAQ Common Stock
AAPL
×
$10,000.00
2011-10-20
$252,556.24
2026-05-13
Apple Inc NASDAQ Common Stock
MSFT
×
$10,000.00
2011-10-20
$193,415.81
2026-05-13
Microsoft Corporation NASDAQ Common Stock

Annual Returns

Year SCHD NVDA AAPL MSFT
2026 (YTD) +16.73% +21.10% +10.14% −16.02%
2025 +4.34% +38.92% +9.05% +15.58%
2024 +11.66% +171.25% +30.71% +12.93%
2023 +4.54% +239.02% +49.01% +58.19%
2022 −3.26% −50.26% −26.40% −28.02%
2021 +29.87% +125.48% +34.65% +52.48%
2020 +15.03% +122.30% +82.31% +42.53%
2019 +27.29% +76.94% +88.96% +57.74%
2018 −5.56% −30.81% −5.39% +20.80%
2017 +20.85% +81.98% +48.46% +40.73%
2016 +16.45% +226.98% +12.48% +15.08%
2015 −0.30% +67.10% −3.01% +22.69%
2014 +11.69% +27.41% +40.62% +27.56%
2013 +32.88% +33.52% +8.07% +44.30%
2012 +11.39% −10.96% +32.57% +5.78%
2011 +5.31% −10.00% +25.56% −4.52%
2010 −17.57% +53.07% −6.52%
2009 +131.53% +146.90% +60.47%
2008 −76.28% −56.91% −44.39%
2007 +37.88% +133.48% +20.84%
2006 +102.43% +18.01% +15.84%
2005 +55.17% +123.27% −0.94%
2004 +1.58% +201.31% +9.13%
2003 +101.59% +49.14% +6.82%
2002 −82.80% −34.56% −21.96%
2001 +308.47% +47.26% +52.74%
2000 +39.62% −71.07% −62.85%
1999 +138.30% +151.14% +68.36%
1998 +212.02% +114.60%
1997 −37.13% +56.43%
1996 −34.51% +88.32%
1995 −17.36% +43.56%
1994 +35.18% +51.63%
1993 −50.43% −5.56%
1992 +6.93% +15.11%
1991 +32.33% +121.75%
1990 +23.49% +72.98%
1989 −11.59% +63.37%
1988 −3.33% −1.83%
1987 +108.38% +124.90%
1986 +84.29% +72.30%
1985 −24.52%
1984 +19.45%
1983 −18.41%
1982 +35.05%
1981 −35.16%
1980 +18.74%

Drawdowns

Thu 2011-10-20? to Wed 2026-05-13 Current
Drawdown
Worst
Drawdown
SCHD
×
−1.00% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
NVDA
×
0.00% −66.34%
2022-10-14
NVIDIA Corporation NASDAQ Common Stock
AAPL
×
0.00% −43.80%
2013-04-19
Apple Inc NASDAQ Common Stock
MSFT
×
−24.94% −37.15%
2022-11-03
Microsoft Corporation NASDAQ Common Stock

Rolling Returns

Period ending Wed 2026-05-13 1
Year
2
Years
3
Years
5
Years
10
Years
SCHD
×
+25.34% +29.12%
+13.64%/yr
+52.05%
+14.97%/yr
+48.41%
+8.22%/yr
+232.77%
+12.78%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
NVDA
×
+73.85% +149.96%
+58.15%/yr
+697.57%
+99.64%/yr
+1,556.75%
+75.34%/yr
+22,410.96%
+71.90%/yr
NVIDIA Corporation NASDAQ Common Stock
AAPL
×
+40.92% +61.83%
+27.23%/yr
+75.62%
+20.62%/yr
+145.35%
+19.66%/yr
+1,350.35%
+30.67%/yr
Apple Inc NASDAQ Common Stock
MSFT
×
−9.09% −0.55%
−0.28%/yr
+34.25%
+10.30%/yr
+73.76%
+11.69%/yr
+802.61%
+24.61%/yr
Microsoft Corporation NASDAQ Common Stock