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

Total Real Returns

SCHD,TXN,BX: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Wed 2025-05-07 YTD
Return
TR
Price
SCHD
×
−5.30%
2025-05-07
4.691 TR
2025-05-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
TXN
×
−10.71%
2025-05-07
178.29 TR
2025-05-07
Texas Instruments Incorporated NASDAQ Common Stock
BX
×
−19.81%
2025-05-07
10.46 TR
2025-05-07
Blackstone Group Inc NYSE Common Stock

Returns

Thu 2011-10-20? to Wed 2025-05-07 Overall
Return
Exponential
Trendline
SCHD
×
+369.09%
+12.09%/yr
+12.45%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
TXN
×
+697.15%
+16.56%/yr
+20.03%/yr
(R2=0.953)
Texas Instruments Incorporated NASDAQ Common Stock
BX
×
+1,985.16%
+25.13%/yr
+25.36%/yr
(R2=0.940)
Blackstone Group Inc NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Wed 2025-05-07 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$46,909.02
2025-05-07
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
TXN
×
$10,000.00
2011-10-20
$79,715.37
2025-05-07
Texas Instruments Incorporated NASDAQ Common Stock
BX
×
$10,000.00
2011-10-20
$208,515.85
2025-05-07
Blackstone Group Inc NYSE Common Stock

Annual Returns

Year SCHD TXN BX
2025 (YTD) −5.30% −10.71% −19.81%
2024 +11.66% +13.14% +35.07%
2023 +4.54% +6.41% +82.75%
2022 −3.26% −9.86% −40.01%
2021 +29.87% +17.53% +107.11%
2020 +15.03% +31.70% +19.78%
2019 +27.29% +39.56% +96.33%
2018 −5.56% −7.17% +0.10%
2017 +20.85% +46.75% +27.34%
2016 +16.45% +36.71% +0.98%
2015 −0.30% +5.17% −5.00%
2014 +11.69% +25.09% +13.93%
2013 +32.88% +46.29% +113.60%
2012 +11.39% +8.71% +15.44%
2011 +5.31% −8.88% +3.60%
2010 +27.08% +12.76%
2009 +71.84% +115.77%
2008 −52.76% −67.39%
2007 +17.01% −35.96%
2006 −9.82%
2005 +30.78%
2004 −15.90%
2003 +96.58%
2002 −46.19%
2001 −40.75%
2000 −1.80%
1999 +126.32%
1998 +91.09%
1997 +42.21%
1996 +25.33%
1995 +39.00%
1994 +19.44%
1993 +37.71%
1992 +54.43%
1991 −17.20%
1990 +8.14%
1989 −11.27%
1988 −26.46%
1987 +41.59%
1986 +11.96%
1985 −11.72%
1984 −13.80%
1983 +2.97%
1982 +67.23%
1981 −33.40%
1980 +37.75%
1979 +9.52%
1978 +9.20%
1977 −28.50%
1976 +8.59%
1975 +39.74%
1974 −37.09%
1973 +18.22%
1972 +11.32%

Drawdowns

Thu 2011-10-20? to Wed 2025-05-07 Current
Drawdown
Worst
Drawdown
SCHD
×
−11.57% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
TXN
×
−24.00% −33.41%
2025-04-21
Texas Instruments Incorporated NASDAQ Common Stock
BX
×
−30.54% −49.29%
2022-12-28
Blackstone Group Inc NYSE Common Stock