All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Thu 2011-10-20? 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 | ||||||
TLT × |
+3.49%
2025-04-28 |
2.338 TR
2025-04-28 |
||||
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+371.83%
+12.16%/yr |
+12.47%/yr
(R2=0.975) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
TLT × |
+11.73%
+0.82%/yr |
+1.57%/yr
(R2=0.142) |
||||
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$47,183.45
2025-04-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
TLT × |
$10,000.00
2011-10-20 |
$11,173.30
2025-04-28 |
||||
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||
Year | SCHD | TLT |
---|---|---|
2025 (YTD) | −4.75% | +3.49% |
2024 | +11.66% | −8.05% |
2023 | +4.54% | +2.77% |
2022 | −3.26% | −31.23% |
2021 | +29.87% | −4.60% |
2020 | +15.03% | +18.15% |
2019 | +27.29% | +14.12% |
2018 | −5.56% | −1.61% |
2017 | +20.85% | +9.18% |
2016 | +16.45% | +1.17% |
2015 | −0.30% | −1.79% |
2014 | +11.69% | +27.31% |
2013 | +32.88% | −13.38% |
2012 | +11.39% | +2.63% |
2011 | +5.31% | +34.00% |
2010 | — | +9.01% |
2009 | — | −21.81% |
2008 | — | +33.94% |
2007 | — | +10.31% |
2006 | — | +0.71% |
2005 | — | +8.60% |
2004 | — | +8.71% |
2003 | — | +1.61% |
2002 | — | +9.74% |
Thu 2011-10-20? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −11.06% |
−33.37%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
TLT × | −40.71% |
−48.35%
2023-10-19 |
||||
iShares 20+ Year Treasury Bond ETF NASDAQ Exchange-Traded Fund | ||||||