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