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

Total Real Returns

SCHD,XOM,MRK,PEP,OKE: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Wed 2025-05-28 YTD
Return
TR
Price
SCHD
×
−3.83%
2025-05-28
4.764 TR
2025-05-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
−3.34%
2025-05-28
39.99 TR
2025-05-28
Exxon Mobil Corp NYSE Common Stock
MRK
×
−22.77%
2025-05-28
977.79 TR
2025-05-28
Merck & Company Inc NYSE Common Stock
PEP
×
−13.31%
2025-05-28
127.07 TR
2025-05-28
PepsiCo Inc NASDAQ Common Stock
OKE
×
−17.85%
2025-05-28
55.66 TR
2025-05-28
ONEOK Inc NYSE Common Stock

Returns

Thu 2011-10-20? to Wed 2025-05-28 Overall
Return
Exponential
Trendline
SCHD
×
+376.41%
+12.16%/yr
+12.43%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
+122.60%
+6.06%/yr
+4.59%/yr
(R2=0.312)
Exxon Mobil Corp NYSE Common Stock
MRK
×
+275.36%
+10.21%/yr
+11.75%/yr
(R2=0.942)
Merck & Company Inc NYSE Common Stock
PEP
×
+212.29%
+8.73%/yr
+10.82%/yr
(R2=0.959)
PepsiCo Inc NASDAQ Common Stock
OKE
×
+409.54%
+12.71%/yr
+11.20%/yr
(R2=0.714)
ONEOK Inc NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Wed 2025-05-28 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$47,640.83
2025-05-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
$10,000.00
2011-10-20
$22,259.77
2025-05-28
Exxon Mobil Corp NYSE Common Stock
MRK
×
$10,000.00
2011-10-20
$37,536.04
2025-05-28
Merck & Company Inc NYSE Common Stock
PEP
×
$10,000.00
2011-10-20
$31,229.24
2025-05-28
PepsiCo Inc NASDAQ Common Stock
OKE
×
$10,000.00
2011-10-20
$50,953.76
2025-05-28
ONEOK Inc NYSE Common Stock

Annual Returns

Year SCHD XOM MRK PEP OKE
2025 (YTD) −3.83% −3.34% −22.77% −13.31% −17.85%
2024 +11.66% +11.26% −6.26% −7.60% +50.10%
2023 +4.54% −6.26% +1.01% −3.29% +13.21%
2022 −3.26% +87.46% +49.42% +6.78% +18.86%
2021 +29.87% +57.58% +1.75% +20.56% +64.67%
2020 +15.03% −36.21% −7.20% +11.67% −43.45%
2019 +27.29% +7.23% +22.27% +27.38% +47.76%
2018 −5.56% −15.09% +39.95% −4.81% +6.27%
2017 +20.85% −3.81% −1.49% +17.82% −2.12%
2016 +16.45% +19.88% +15.05% +7.79% +149.62%
2015 −0.30% −12.79% −3.89% +8.75% −47.42%
2014 +11.69% −6.06% +16.93% +17.27% −5.33%
2013 +32.88% +20.12% +26.83% +24.65% +45.45%
2012 +11.39% +4.70% +13.14% +6.39% −1.10%
2011 +5.31% +18.67% +9.56% +4.76% +57.23%
2010 +10.13% +2.91% +10.69% +25.36%
2009 −12.61% +26.70% +14.63% +54.59%
2008 −13.11% −45.33% −25.96% −34.47%
2007 +24.29% +37.35% +23.88% +4.41%
2006 +39.08% +42.68% +7.86% +62.72%
2005 +11.79% +4.04% +15.24% −6.29%
2004 +28.06% −27.77% +13.81% +28.73%
2003 +20.64% −11.20% +12.04% +15.01%
2002 −8.87% −1.21% −12.14% +7.63%
2001 −8.55% −35.96% −0.54% −25.81%
2000 +7.91% +41.76% +42.63% +91.94%
1999 +10.17% −7.49% −12.47% −30.31%
1998 +19.51% +41.30% +14.31% −10.38%
1997 +24.87% +35.65% +49.56% +34.58%
1996 +21.74% +23.94% +6.00% +31.15%
1995 +32.51% +76.60% +54.14% +27.09%
1994 −3.76% +14.85% −11.32% −4.64%
1993 +3.27% −18.33% −1.51% +2.72%
1992 +0.41% −20.31% +22.51% +8.89%
1991 +17.63% +88.89% +30.29% +14.40%
1990 +3.50% +18.95% +21.91% −7.45%
1989 +13.64% +37.49% +62.09% +68.88%
1988 +15.41% +11.95% +18.35% +12.69%
1987 +8.73% +29.98% +28.37% −50.00%
1986 +27.21% +84.61% +7.21% +5.10%
1985 +22.50% +50.10% +69.68% +10.39%
1984 +1.98% +7.70% −2.28% +4.05%
1983 +10.20%
1982 +3.62%
1981 +3.08%
1980 +21.28%
1979 +10.03%
1978 +25.59%
1977 −16.22%
1976 +0.45%
1975 +6.26%
1974 −16.58%
1973 −8.09%
1972 +45.37%
1971 +27.87%
1970 −10.77%
1969 +25.56%
1968 +6.67%
1967 +9.93%
1966 +8.85%
1965 +42.13%
1964 +35.99%
1963 +40.98%
1962 −13.22%

Drawdowns

Thu 2011-10-20? to Wed 2025-05-28 Current
Drawdown
Worst
Drawdown
SCHD
×
−10.19% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
−16.39% −62.40%
2020-03-23
Exxon Mobil Corp NYSE Common Stock
MRK
×
−41.36% −43.44%
2025-05-14
Merck & Company Inc NYSE Common Stock
PEP
×
−29.12% −30.32%
2025-05-14
PepsiCo Inc NASDAQ Common Stock
OKE
×
−29.53% −80.17%
2020-03-18
ONEOK Inc NYSE Common Stock