All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? to Fri 2025-05-16 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−1.76%
2025-05-16 |
4.867 TR
2025-05-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
PEP × |
−12.44%
2025-05-16 |
128.35 TR
2025-05-16 |
||||
PepsiCo Inc NASDAQ Common Stock | ||||||
COP × |
−6.04%
2025-05-16 |
74.4 TR
2025-05-16 |
||||
ConocoPhillips NYSE Common Stock | ||||||
Thu 2011-10-20? to Fri 2025-05-16 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+386.65%
+12.37%/yr |
+12.44%/yr
(R2=0.975) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
PEP × |
+215.42%
+8.83%/yr |
+10.86%/yr
(R2=0.961) |
||||
PepsiCo Inc NASDAQ Common Stock | ||||||
COP × |
+170.26%
+7.60%/yr |
+8.18%/yr
(R2=0.524) |
||||
ConocoPhillips NYSE Common Stock | ||||||
Thu 2011-10-20? to Fri 2025-05-16 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$48,665.36
2025-05-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
PEP × |
$10,000.00
2011-10-20 |
$31,542.32
2025-05-16 |
||||
PepsiCo Inc NASDAQ Common Stock | ||||||
COP × |
$10,000.00
2011-10-20 |
$27,025.60
2025-05-16 |
||||
ConocoPhillips NYSE Common Stock | ||||||
Thu 2011-10-20? to Fri 2025-05-16 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −8.26% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
PEP × | −28.41% |
−30.32%
2025-05-14 |
||||
PepsiCo Inc NASDAQ Common Stock | ||||||
COP × | −29.01% |
−70.66%
2020-03-18 |
||||
ConocoPhillips NYSE Common Stock | ||||||