All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2020-05-28? to Mon 2025-04-28 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−4.75%
2025-04-28 |
4.718 TR
2025-04-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SGOV × |
+1.36%
2025-04-28 |
1.14 TR
2025-04-28 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Thu 2020-05-28? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+75.62%
+12.13%/yr |
+9.41%/yr
(R2=0.708) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SGOV × |
+14.05%
+2.71%/yr |
+2.83%/yr
(R2=0.838) |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Thu 2020-05-28? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2020-05-28 |
$17,561.66
2025-04-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SGOV × |
$10,000.00
2020-05-28 |
$11,404.52
2025-04-28 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Year | SCHD | SGOV |
---|---|---|
2025 (YTD) | −4.75% | +1.36% |
2024 | +11.66% | +5.28% |
2023 | +4.54% | +5.12% |
2022 | −3.26% | +1.58% |
2021 | +29.87% | +0.04% |
2020 | +15.03% | +0.05% |
2019 | +27.29% | — |
2018 | −5.56% | — |
2017 | +20.85% | — |
2016 | +16.45% | — |
2015 | −0.30% | — |
2014 | +11.69% | — |
2013 | +32.88% | — |
2012 | +11.39% | — |
2011 | +5.31% | — |
Thu 2020-05-28? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −11.06% |
−16.85%
2022-09-30 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SGOV × | 0.00% |
−0.03%
2022-08-23 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||