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 | ||||||
| ITA × |
+7.31%
2025-04-28 |
7.385 TR
2025-04-28 |
||||
| iShares U.S. Aerospace & Defense ETF 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 | ||||||
| ITA × |
+535.62%
+14.66%/yr |
+12.39%/yr
(R2=0.896) |
||||
| iShares U.S. Aerospace & Defense ETF 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 | ||||||
| ITA × |
$10,000.00
2011-10-20 |
$63,561.78
2025-04-28 |
||||
| iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund | ||||||
| Year | SCHD | TLT | ITA |
|---|---|---|---|
| 2025 (YTD) | −4.75% | +3.49% | +7.31% |
| 2024 | +11.66% | −8.05% | +15.81% |
| 2023 | +4.54% | +2.77% | +14.33% |
| 2022 | −3.26% | −31.23% | +9.96% |
| 2021 | +29.87% | −4.60% | +9.39% |
| 2020 | +15.03% | +18.15% | −13.57% |
| 2019 | +27.29% | +14.12% | +30.51% |
| 2018 | −5.56% | −1.61% | −7.22% |
| 2017 | +20.85% | +9.18% | +35.24% |
| 2016 | +16.45% | +1.17% | +20.25% |
| 2015 | −0.30% | −1.79% | +4.14% |
| 2014 | +11.69% | +27.31% | +9.89% |
| 2013 | +32.88% | −13.38% | +56.96% |
| 2012 | +11.39% | +2.63% | +13.89% |
| 2011 | +5.31% | +34.00% | +5.15% |
| 2010 | — | +9.01% | +16.59% |
| 2009 | — | −21.81% | +25.33% |
| 2008 | — | +33.94% | −38.65% |
| 2007 | — | +10.31% | +27.62% |
| 2006 | — | +0.71% | +3.14% |
| 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 | ||||||
| ITA × | −2.37% |
−51.00%
2020-03-23 |
||||
| iShares U.S. Aerospace & Defense ETF Exchange-Traded Fund | ||||||