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

Total Real Returns

SCHD,VYM,COP,OKE,LMT: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Mon 2025-05-19 YTD
Return
TR
Price
SCHD
×
−1.83%
2025-05-19
4.863 TR
2025-05-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+2.73%
2025-05-19
4.56 TR
2025-05-19
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
COP
×
−7.31%
2025-05-19
73.4 TR
2025-05-19
ConocoPhillips NYSE Common Stock
OKE
×
−13.63%
2025-05-19
57.26 TR
2025-05-19
ONEOK Inc NYSE Common Stock
LMT
×
−1.93%
2025-05-19
1489.01 TR
2025-05-19
Lockheed Martin Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Mon 2025-05-19 Overall
Return
Exponential
Trendline
SCHD
×
+386.29%
+12.35%/yr
+12.44%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
+361.62%
+11.92%/yr
+10.56%/yr
(R2=0.970)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
COP
×
+166.60%
+7.49%/yr
+8.18%/yr
(R2=0.524)
ConocoPhillips NYSE Common Stock
OKE
×
+433.51%
+13.12%/yr
+11.19%/yr
(R2=0.712)
ONEOK Inc NYSE Common Stock
LMT
×
+841.47%
+17.95%/yr
+17.15%/yr
(R2=0.911)
Lockheed Martin Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Mon 2025-05-19 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$48,628.77
2025-05-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
$10,000.00
2011-10-20
$46,162.46
2025-05-19
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
COP
×
$10,000.00
2011-10-20
$26,660.02
2025-05-19
ConocoPhillips NYSE Common Stock
OKE
×
$10,000.00
2011-10-20
$53,351.05
2025-05-19
ONEOK Inc NYSE Common Stock
LMT
×
$10,000.00
2011-10-20
$94,147.48
2025-05-19
Lockheed Martin Corporation NYSE Common Stock

Annual Returns

Year SCHD VYM COP OKE LMT
2025 (YTD) −1.83% +2.73% −7.31% −13.63% −1.93%
2024 +11.66% +17.60% −12.63% +50.10% +10.02%
2023 +4.54% +6.59% +1.99% +13.21% −4.31%
2022 −3.26% −0.45% +71.56% +18.86% +40.50%
2021 +29.87% +26.20% +86.60% +64.67% +3.15%
2020 +15.03% +1.15% −36.04% −43.45% −6.49%
2019 +27.29% +24.06% +6.63% +47.76% +52.55%
2018 −5.56% −5.92% +15.63% +6.27% −16.35%
2017 +20.85% +16.42% +11.95% −2.12% +31.78%
2016 +16.45% +17.04% +10.13% +149.62% +18.37%
2015 −0.30% +0.28% −29.01% −47.42% +16.18%
2014 +11.69% +13.54% +1.51% −5.33% +33.76%
2013 +32.88% +30.08% +27.08% +45.45% +68.11%
2012 +11.39% +12.69% +9.20% −1.37% +19.52%
2011 +5.31% +10.55% +10.99% +56.28% +20.70%
2010 +14.22% +38.73% +24.46% −3.84%
2009 +17.19% +2.79% +53.06% −7.59%
2008 −31.92% −39.79% −34.95% −18.56%
2007 +1.37% +25.41% +3.83% +15.98%
2006 +2.82% +26.53% +61.93% +46.99%
2005 +36.84% −6.30% +16.51%
2004 +35.58% +28.72% +9.99%
2003 +39.81% +15.00% −9.91%
2002 −17.44% +7.63% +24.69%
2001 +8.58% −25.64% +38.99%
2000 +24.50% +93.35% +58.01%
1999 +13.56% −29.82% −46.90%
1998 −9.63% −9.87% −12.60%
1997 +13.29% +34.58% +9.48%
1996 +33.96% +31.14% +18.05%
1995 +7.98% +27.08% +81.62%
1994 +16.95% −4.63% +10.09%
1993 +19.87% +2.72% +24.90%
1992 +9.48% +8.89% +31.40%
1991 −4.20% +14.40% +40.00%
1990 +7.78% −7.45% −8.79%
1989 +35.41% +68.87% −1.84%
1988 +44.85% +12.68% +24.61%
1987 +24.32% −50.00% −29.51%
1986 +3.95% +5.10% +4.04%
1985 −12.63% +10.39% +13.32%
1984 +29.72% +4.05% +11.21%
1983 +5.74% +63.82%
1982 −19.44% +56.68%
1981 +0.00% +39.55%
1980 −2.90%
1979 +76.93%
1978 +30.00%
1977 +60.03%

Drawdowns

Thu 2011-10-20? to Mon 2025-05-19 Current
Drawdown
Worst
Drawdown
SCHD
×
−8.33% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM
×
−2.96% −35.21%
2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
COP
×
−29.97% −70.66%
2020-03-18
ConocoPhillips NYSE Common Stock
OKE
×
−25.91% −80.17%
2020-03-18
ONEOK Inc NYSE Common Stock
LMT
×
−21.98% −36.67%
2020-03-23
Lockheed Martin Corporation NYSE Common Stock