All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? to Fri 2025-05-02 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−3.75%
2025-05-02 |
4.768 TR
2025-05-02 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
NVDA × |
−14.73%
2025-05-02 |
3045.21 TR
2025-05-02 |
||||
NVIDIA Corporation NASDAQ Common Stock | ||||||
MSFT × |
+3.48%
2025-05-02 |
7291.12 TR
2025-05-02 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
COST × |
+10.31%
2025-05-02 |
928.28 TR
2025-05-02 |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
Thu 2011-10-20? to Fri 2025-05-02 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+376.77%
+12.23%/yr |
+12.46%/yr
(R2=0.975) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
NVDA × |
+34,565.46%
+54.06%/yr |
+61.65%/yr
(R2=0.961) |
||||
NVIDIA Corporation NASDAQ Common Stock | ||||||
MSFT × |
+1,959.52%
+25.05%/yr |
+28.49%/yr
(R2=0.980) |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
COST × |
+1,544.56%
+22.99%/yr |
+22.00%/yr
(R2=0.978) |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
Thu 2011-10-20? to Fri 2025-05-02 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$47,677.42
2025-05-02 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
NVDA × |
$10,000.00
2011-10-20 |
$3,466,545.56
2025-05-02 |
||||
NVIDIA Corporation NASDAQ Common Stock | ||||||
MSFT × |
$10,000.00
2011-10-20 |
$205,952.21
2025-05-02 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
COST × |
$10,000.00
2011-10-20 |
$164,456.35
2025-05-02 |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||
Thu 2011-10-20? to Fri 2025-05-02 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −10.12% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
NVDA × | −23.37% |
−66.33%
2022-10-14 |
||||
NVIDIA Corporation NASDAQ Common Stock | ||||||
MSFT × | −6.36% |
−37.15%
2022-11-03 |
||||
Microsoft Corporation NASDAQ Common Stock | ||||||
COST × | −6.24% |
−31.40%
2022-05-20 |
||||
Costco Wholesale Corp NASDAQ Common Stock | ||||||