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

Total Real Returns

SCHD,TLT: Total Return Chart (with Dividends Reinvested)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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