SCHD,VIG,T,SWPPX: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2026-05-22	YTD Return	1 Year Return
SCHD ×	+20.70% 2026-05-22	+31.35% 2026-05-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG ×	+6.47% 2026-05-22	+21.54% 2026-05-22
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
T ×	+3.96% 2026-05-22	−3.19% 2026-05-22
AT&T Inc. NYSE Common Stock
SWPPX ×	+9.64% 2026-05-22	+29.44% 2026-05-22
Schwab S&P 500 Index Fund Mutual Fund

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Returns

Thu 2011-10-20? to Fri 2026-05-22	Overall Return	Exponential Trendline
SCHD ×	+523.84% +13.37%/yr	+12.20%/yr (R2=0.977)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG ×	+496.34% +13.02%/yr	+12.13%/yr (R2=0.985)
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
T ×	+218.20% +8.26%/yr	+5.36%/yr (R2=0.687)
AT&T Inc. NYSE Common Stock
SWPPX ×	+696.64% +15.29%/yr	+13.60%/yr (R2=0.981)
Schwab S&P 500 Index Fund Mutual Fund

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Growth of $10,000

Thu 2011-10-20? to Fri 2026-05-22	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$62,383.61 2026-05-22
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG ×	$10,000.00 2011-10-20	$59,633.91 2026-05-22
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
T ×	$10,000.00 2011-10-20	$31,819.61 2026-05-22
AT&T Inc. NYSE Common Stock
SWPPX ×	$10,000.00 2011-10-20	$79,663.61 2026-05-22
Schwab S&P 500 Index Fund Mutual Fund

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Annual Returns

Year	SCHD	VIG	T	SWPPX
2026 (YTD)	+20.70%	+6.47%	+3.96%	+9.64%
2025	+4.34%	+14.17%	+14.01%	+17.87%
2024	+11.66%	+16.99%	+44.10%	+24.97%
2023	+4.54%	+14.51%	−2.73%	+26.26%
2022	−3.26%	−9.81%	+6.47%	−18.14%
2021	+29.87%	+23.76%	−5.90%	+28.67%
2020	+15.03%	+15.43%	−19.65%	+18.38%
2019	+27.29%	+29.62%	+48.48%	+31.46%
2018	−5.56%	−2.08%	−20.77%	−4.47%
2017	+20.85%	+22.22%	−2.46%	+21.81%
2016	+16.45%	+11.96%	+31.99%	+11.82%
2015	−0.30%	−1.94%	+10.31%	+1.31%
2014	+11.69%	+10.08%	+2.39%	+13.55%
2013	+32.88%	+28.87%	+11.55%	+32.27%
2012	+11.39%	+11.65%	+19.52%	+15.89%
2011	+5.31%	+6.16%	+11.10%	+2.02%
2010	—	+14.74%	+13.92%	+14.98%
2009	—	+19.58%	+6.84%	+26.26%
2008	—	−26.69%	−26.92%	−36.70%
2007	—	+5.63%	+22.06%	+5.46%
2006	—	+8.55%	+55.59%	+15.68%
2005	—	—	+1.99%	+4.78%
2004	—	—	+5.44%	+10.70%
2003	—	—	+3.55%	+28.47%
2002	—	—	−27.49%	−22.18%
2001	—	—	−15.47%	−12.04%
2000	—	—	+0.77%	−9.19%
1999	—	—	−6.82%	+30.72%
1998	—	—	+50.80%	+28.25%
1997	—	—	+47.03%	+16.32%
1996	—	—	−3.04%	—
1995	—	—	+48.76%	—
1994	—	—	+2.32%	—
1993	—	—	+17.97%	—
1992	—	—	+21.71%	—
1991	—	—	+23.51%	—
1990	—	—	−6.61%	—
1989	—	—	+70.07%	—
1988	—	—	+28.23%	—
1987	—	—	+4.65%	—
1986	—	—	+43.10%	—
1985	—	—	+33.87%	—
1984	—	—	+31.87%	—
1983	—	—	−4.43%	—

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Drawdowns

Thu 2011-10-20? to Fri 2026-05-22	Current Drawdown	Worst Drawdown
SCHD ×	—	−33.37% 2020-03-23 from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG ×	—	−31.72% 2020-03-23 from 2020-02-14 peak
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
T ×	−12.29% from 2026-03-27 peak	−39.43% 2023-07-18 from 2020-01-22 peak
AT&T Inc. NYSE Common Stock
SWPPX ×	−0.31% from 2026-05-14 peak	−33.80% 2020-03-23 from 2020-02-19 peak
Schwab S&P 500 Index Fund Mutual Fund

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Rolling Returns

Period ending Fri 2026-05-22	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+31.35%	+34.12% +15.82%/yr	+56.00% +15.97%/yr	+53.15% +8.90%/yr	+245.47% +13.19%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VIG ×	+21.54%	+31.52% +14.69%/yr	+58.04% +16.48%/yr	+65.42% +10.59%/yr	+249.60% +13.33%/yr
Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund
T ×	−3.19%	+58.54% +25.93%/yr	+81.49% +21.97%/yr	+52.37% +8.78%/yr	+75.05% +5.76%/yr
AT&T Inc. NYSE Common Stock
SWPPX ×	+29.44%	+44.35% +20.16%/yr	+85.49% +22.86%/yr	+92.99% +14.05%/yr	+329.43% +15.68%/yr
Schwab S&P 500 Index Fund Mutual Fund