All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? to Tue 2025-05-13 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−2.83%
2025-05-13 |
4.813 TR
2025-05-13 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
PG × |
−4.13%
2025-05-13 |
518.22 TR
2025-05-13 |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
KO × |
+11.58%
2025-05-13 |
1256.1 TR
2025-05-13 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
Thu 2011-10-20? to Tue 2025-05-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+381.35%
+12.28%/yr |
+12.45%/yr
(R2=0.975) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
PG × |
+259.65%
+9.90%/yr |
+10.97%/yr
(R2=0.948) |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
KO × |
+212.15%
+8.75%/yr |
+8.07%/yr
(R2=0.963) |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
Thu 2011-10-20? to Tue 2025-05-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$48,134.80
2025-05-13 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
PG × |
$10,000.00
2011-10-20 |
$35,965.39
2025-05-13 |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
KO × |
$10,000.00
2011-10-20 |
$31,215.34
2025-05-13 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||
Thu 2011-10-20? to Tue 2025-05-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −9.26% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
PG × | −10.56% |
−25.46%
2015-09-14 |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
KO × | −6.68% |
−36.99%
2020-03-23 |
||||
The Coca-Cola Company NYSE Common Stock | ||||||