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

Total Real Returns

SCHD,PEP,COP: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

Year SCHD PEP COP
2025 (YTD) −1.76% −12.44% −6.04%
2024 +11.66% −7.60% −12.63%
2023 +4.54% −3.29% +1.99%
2022 −3.26% +6.78% +71.56%
2021 +29.87% +20.56% +86.60%
2020 +15.03% +11.67% −36.04%
2019 +27.29% +27.38% +6.63%
2018 −5.56% −4.81% +15.63%
2017 +20.85% +17.82% +11.95%
2016 +16.45% +7.79% +10.13%
2015 −0.30% +8.75% −29.01%
2014 +11.69% +17.27% +1.51%
2013 +32.88% +24.65% +27.08%
2012 +11.39% +6.39% +9.20%
2011 +5.31% +4.76% +10.99%
2010 +10.69% +38.73%
2009 +14.63% +2.79%
2008 −25.96% −39.79%
2007 +23.88% +25.42%
2006 +7.86% +26.53%
2005 +15.24% +36.84%
2004 +13.81% +35.58%
2003 +12.04% +39.81%
2002 −12.14% −17.44%
2001 −0.54% +8.58%
2000 +42.63% +24.50%
1999 −12.47% +13.56%
1998 +14.31% −9.63%
1997 +49.56% +13.28%
1996 +6.00% +33.96%
1995 +54.14% +7.98%
1994 −11.32% +16.95%
1993 −1.51% +19.87%
1992 +22.51% +9.48%
1991 +30.29% −4.20%
1990 +21.91% +7.78%
1989 +62.09% +35.41%
1988 +18.35% +44.85%
1987 +28.37% +24.33%
1986 +7.21% +3.95%
1985 +69.68% −12.63%
1984 −2.28% +29.71%
1983 +5.76%
1982 −19.45%
1981 +0.00%

Drawdowns

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