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

Total Real Returns

SCHD,O,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
O
×
+9.51%
2025-04-29
49.24 TR
2025-04-29
Realty Income Corporation 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
O
×
+253.05%
+9.78%/yr
+8.97%/yr
(R2=0.858)
Realty Income Corporation 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
O
×
$10,000.00
2011-10-20
$35,304.90
2025-04-29
Realty Income Corporation 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 O T
2025 (YTD) −4.38% +9.51% +22.74%
2024 +11.66% −2.11% +44.08%
2023 +4.54% −4.55% −2.74%
2022 −3.26% −7.37% +5.76%
2021 +29.87% +27.96% −8.09%
2020 +15.03% −11.47% −21.37%
2019 +27.29% +21.27% +45.54%
2018 −5.56% +15.95% −22.25%
2017 +20.85% +3.68% −4.01%
2016 +16.45% +15.78% +29.87%
2015 −0.30% +13.38% +8.32%
2014 +11.69% +34.35% +0.66%
2013 +32.88% −2.30% +9.72%
2012 +11.39% +20.32% +17.49%
2011 +5.31% +7.53% +9.02%
2010 +39.32% +11.60%
2009 +20.82% +4.68%
2008 −8.22% −28.05%
2007 +3.27% +20.61%
2006 +36.05% +53.15%
2005 −9.41% +0.23%
2004 +33.87% +3.77%
2003 +21.61% +1.67%
2002 +27.48% −28.31%
2001 +28.13% −16.08%
2000 +32.73% +0.07%
1999 −9.12% −7.37%
1998 +5.59% +49.73%
1997 +14.76% +45.57%
1996 +14.70% −4.93%
1995 +46.26% +45.23%
1994 +10.03% −0.23%
1993 +15.02%
1992 +18.04%
1991 +19.38%
1990 −9.52%
1989 +70.08%
1988 +28.22%
1987 +4.66%
1986 +43.09%
1985 +33.88%
1984 +20.17%
1983 −4.47%

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
O
×
−11.44% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock
T
×
−3.53% −42.35%
2023-07-18
AT&T Inc NYSE Common Stock