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

Thu 2011-10-20? to Tue 2025-05-27	YTD Return	TR Price
SCHD ×	−2.98% 2025-05-27	4.806 TR 2025-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+1.83% 2025-05-27	4.52 TR 2025-05-27
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
TXN ×	−0.71% 2025-05-27	198.25 TR 2025-05-27
Texas Instruments Incorporated NASDAQ Common Stock
COP ×	−12.29% 2025-05-27	69.45 TR 2025-05-27
ConocoPhillips NYSE Common Stock
BX ×	−17.95% 2025-05-27	10.4 TR 2025-05-27
Blackstone Group Inc NYSE Common Stock
LMT ×	−1.15% 2025-05-27	1500.94 TR 2025-05-27
Lockheed Martin Corporation NYSE Common Stock

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Returns

Thu 2011-10-20? to Tue 2025-05-27	Overall Return	Exponential Trendline
SCHD ×	+380.62% +12.23%/yr	+12.43%/yr (R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+357.58% +11.83%/yr	+10.56%/yr (R2=0.970)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
TXN ×	+786.40% +17.40%/yr	+19.96%/yr (R2=0.953)
Texas Instruments Incorporated NASDAQ Common Stock
COP ×	+152.27% +7.04%/yr	+8.17%/yr (R2=0.525)
ConocoPhillips NYSE Common Stock
BX ×	+1,984.52% +25.02%/yr	+25.09%/yr (R2=0.937)
Blackstone Group Inc NYSE Common Stock
LMT ×	+849.02% +17.99%/yr	+17.13%/yr (R2=0.911)
Lockheed Martin Corporation NYSE Common Stock

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Growth of $10,000

Thu 2011-10-20? to Tue 2025-05-27	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$48,061.62 2025-05-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	$10,000.00 2011-10-20	$45,758.31 2025-05-27
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
TXN ×	$10,000.00 2011-10-20	$88,640.35 2025-05-27
Texas Instruments Incorporated NASDAQ Common Stock
COP ×	$10,000.00 2011-10-20	$25,226.91 2025-05-27
ConocoPhillips NYSE Common Stock
BX ×	$10,000.00 2011-10-20	$208,451.80 2025-05-27
Blackstone Group Inc NYSE Common Stock
LMT ×	$10,000.00 2011-10-20	$94,901.75 2025-05-27
Lockheed Martin Corporation NYSE Common Stock

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Annual Returns

Year	SCHD	VYM	TXN	COP	BX	LMT
2025 (YTD)	−2.98%	+1.83%	−0.71%	−12.29%	−17.95%	−1.15%
2024	+11.66%	+17.60%	+13.14%	−12.63%	+35.07%	+10.02%
2023	+4.54%	+6.59%	+6.41%	+1.99%	+82.75%	−4.31%
2022	−3.26%	−0.45%	−9.86%	+71.56%	−40.01%	+40.50%
2021	+29.87%	+26.20%	+17.53%	+86.60%	+107.11%	+3.15%
2020	+15.03%	+1.15%	+31.70%	−36.04%	+19.78%	−6.49%
2019	+27.29%	+24.06%	+39.56%	+6.63%	+96.33%	+52.55%
2018	−5.56%	−5.92%	−7.17%	+15.63%	+0.10%	−16.35%
2017	+20.85%	+16.42%	+46.75%	+11.95%	+27.34%	+31.78%
2016	+16.45%	+17.04%	+36.71%	+10.13%	+0.98%	+18.37%
2015	−0.30%	+0.28%	+5.17%	−29.01%	−6.91%	+16.18%
2014	+11.69%	+13.54%	+25.09%	+1.51%	+13.80%	+33.76%
2013	+32.88%	+30.08%	+46.29%	+27.08%	+113.37%	+68.11%
2012	+11.39%	+12.69%	+8.71%	+9.20%	+15.37%	+19.52%
2011	+5.31%	+10.55%	−8.88%	+10.99%	+3.51%	+20.70%
2010	—	+14.22%	+27.08%	+38.73%	+12.66%	−3.84%
2009	—	+17.19%	+71.84%	+2.79%	+115.49%	−7.59%
2008	—	−31.92%	−52.76%	−39.79%	−67.45%	−18.56%
2007	—	+1.37%	+17.01%	+25.41%	−35.97%	+15.98%
2006	—	+2.82%	−9.82%	+26.53%	—	+46.99%
2005	—	—	+30.78%	+36.84%	—	+16.51%
2004	—	—	−15.90%	+35.58%	—	+9.99%
2003	—	—	+96.58%	+39.81%	—	−9.91%
2002	—	—	−46.19%	−17.44%	—	+24.69%
2001	—	—	−40.75%	+8.58%	—	+38.99%
2000	—	—	−1.80%	+24.50%	—	+58.01%
1999	—	—	+126.32%	+13.56%	—	−46.90%
1998	—	—	+91.09%	−9.63%	—	−12.60%
1997	—	—	+42.21%	+13.29%	—	+9.48%
1996	—	—	+25.33%	+33.96%	—	+18.05%
1995	—	—	+39.00%	+7.98%	—	+81.62%
1994	—	—	+19.44%	+16.95%	—	+10.09%
1993	—	—	+37.71%	+19.87%	—	+24.90%
1992	—	—	+54.43%	+9.48%	—	+31.40%
1991	—	—	−17.20%	−4.20%	—	+40.00%
1990	—	—	+8.14%	+7.78%	—	−8.79%
1989	—	—	−11.27%	+35.41%	—	−1.84%
1988	—	—	−26.46%	+44.85%	—	+24.61%
1987	—	—	+41.59%	+24.32%	—	−29.51%
1986	—	—	+11.96%	+3.95%	—	+4.04%
1985	—	—	−11.72%	−12.63%	—	+13.32%
1984	—	—	−13.80%	+29.72%	—	+11.21%
1983	—	—	+2.97%	+5.74%	—	+63.82%
1982	—	—	+67.23%	−19.44%	—	+56.68%
1981	—	—	−33.40%	+0.00%	—	+39.55%
1980	—	—	+37.75%	—	—	−2.90%
1979	—	—	+9.52%	—	—	+76.93%
1978	—	—	+9.20%	—	—	+30.00%
1977	—	—	−28.50%	—	—	+60.03%
1976	—	—	+8.59%	—	—	—
1975	—	—	+39.74%	—	—	—
1974	—	—	−37.09%	—	—	—
1973	—	—	+18.22%	—	—	—
1972	—	—	+11.32%	—	—	—

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Drawdowns

Thu 2011-10-20? to Tue 2025-05-27	Current Drawdown	Worst Drawdown
SCHD ×	−9.40%	−33.37% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−3.81%	−35.21% 2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
TXN ×	−15.49%	−33.41% 2025-04-21
Texas Instruments Incorporated NASDAQ Common Stock
COP ×	−33.74%	−70.66% 2020-03-18
ConocoPhillips NYSE Common Stock
BX ×	−28.92%	−49.29% 2022-12-28
Blackstone Group Inc NYSE Common Stock
LMT ×	−21.35%	−36.67% 2020-03-23
Lockheed Martin Corporation NYSE Common Stock