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