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

Total Real Returns

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

Thu 2011-10-20? to Wed 2025-05-28 YTD
Return
TR
Price
SCHD
×
−3.83%
2025-05-28
4.764 TR
2025-05-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PEP
×
−13.31%
2025-05-28
127.07 TR
2025-05-28
PepsiCo Inc NASDAQ Common Stock
TXN
×
−0.22%
2025-05-28
199.23 TR
2025-05-28
Texas Instruments Incorporated NASDAQ Common Stock
OKE
×
−17.85%
2025-05-28
55.66 TR
2025-05-28
ONEOK Inc NYSE Common Stock

Returns

Thu 2011-10-20? to Wed 2025-05-28 Overall
Return
Exponential
Trendline
SCHD
×
+376.41%
+12.16%/yr
+12.43%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PEP
×
+212.29%
+8.73%/yr
+10.82%/yr
(R2=0.959)
PepsiCo Inc NASDAQ Common Stock
TXN
×
+790.81%
+17.44%/yr
+19.96%/yr
(R2=0.953)
Texas Instruments Incorporated NASDAQ Common Stock
OKE
×
+409.54%
+12.71%/yr
+11.20%/yr
(R2=0.714)
ONEOK Inc NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Wed 2025-05-28 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$47,640.83
2025-05-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PEP
×
$10,000.00
2011-10-20
$31,229.24
2025-05-28
PepsiCo Inc NASDAQ Common Stock
TXN
×
$10,000.00
2011-10-20
$89,080.56
2025-05-28
Texas Instruments Incorporated NASDAQ Common Stock
OKE
×
$10,000.00
2011-10-20
$50,953.76
2025-05-28
ONEOK Inc NYSE Common Stock

Annual Returns

Year SCHD PEP TXN OKE
2025 (YTD) −3.83% −13.31% −0.22% −17.85%
2024 +11.66% −7.60% +13.14% +50.10%
2023 +4.54% −3.29% +6.41% +13.21%
2022 −3.26% +6.78% −9.86% +18.86%
2021 +29.87% +20.56% +17.53% +64.67%
2020 +15.03% +11.67% +31.70% −43.45%
2019 +27.29% +27.38% +39.56% +47.76%
2018 −5.56% −4.81% −7.17% +6.27%
2017 +20.85% +17.82% +46.75% −2.12%
2016 +16.45% +7.79% +36.71% +149.62%
2015 −0.30% +8.75% +5.17% −47.42%
2014 +11.69% +17.27% +25.09% −5.33%
2013 +32.88% +24.65% +46.29% +45.45%
2012 +11.39% +6.39% +8.71% −1.10%
2011 +5.31% +4.76% −8.88% +57.23%
2010 +10.69% +27.08% +25.36%
2009 +14.63% +71.84% +54.59%
2008 −25.96% −52.76% −34.47%
2007 +23.88% +17.01% +4.41%
2006 +7.86% −9.82% +62.72%
2005 +15.24% +30.78% −6.29%
2004 +13.81% −15.90% +28.73%
2003 +12.04% +96.58% +15.01%
2002 −12.14% −46.19% +7.63%
2001 −0.54% −40.75% −25.81%
2000 +42.63% −1.80% +91.94%
1999 −12.47% +126.32% −30.31%
1998 +14.31% +91.09% −10.38%
1997 +49.56% +42.21% +34.58%
1996 +6.00% +25.33% +31.15%
1995 +54.14% +39.00% +27.09%
1994 −11.32% +19.44% −4.64%
1993 −1.51% +37.71% +2.72%
1992 +22.51% +54.43% +8.89%
1991 +30.29% −17.20% +14.40%
1990 +21.91% +8.14% −7.45%
1989 +62.09% −11.27% +68.88%
1988 +18.35% −26.46% +12.69%
1987 +28.37% +41.59% −50.00%
1986 +7.21% +11.96% +5.10%
1985 +69.68% −11.72% +10.39%
1984 −2.28% −13.80% +4.05%
1983 +2.97%
1982 +67.23%
1981 −33.40%
1980 +37.75%
1979 +9.52%
1978 +9.20%
1977 −28.50%
1976 +8.59%
1975 +39.74%
1974 −37.09%
1973 +18.22%
1972 +11.32%

Drawdowns

Thu 2011-10-20? to Wed 2025-05-28 Current
Drawdown
Worst
Drawdown
SCHD
×
−10.19% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
PEP
×
−29.12% −30.32%
2025-05-14
PepsiCo Inc NASDAQ Common Stock
TXN
×
−15.07% −33.41%
2025-04-21
Texas Instruments Incorporated NASDAQ Common Stock
OKE
×
−29.53% −80.17%
2020-03-18
ONEOK Inc NYSE Common Stock