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