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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-05-23 YTD
Return
TR
Price
SCHD
×
−4.38%
2025-05-23
4.737 TR
2025-05-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
−2.47%
2025-05-23
40.35 TR
2025-05-23
Exxon Mobil Corp NYSE Common Stock
PEP
×
−14.19%
2025-05-23
125.78 TR
2025-05-23
PepsiCo Inc NASDAQ Common Stock
MDT
×
+1.80%
2025-05-23
441.6 TR
2025-05-23
Medtronic PLC NYSE Common Stock
OKE
×
−17.29%
2025-05-23
56.04 TR
2025-05-23
ONEOK Inc NYSE Common Stock

Returns

Thu 2011-10-20? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
SCHD
×
+373.66%
+12.12%/yr
+12.43%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
+124.60%
+6.13%/yr
+4.59%/yr
(R2=0.311)
Exxon Mobil Corp NYSE Common Stock
PEP
×
+209.11%
+8.66%/yr
+10.83%/yr
(R2=0.960)
PepsiCo Inc NASDAQ Common Stock
MDT
×
+234.95%
+9.30%/yr
+8.35%/yr
(R2=0.710)
Medtronic PLC NYSE Common Stock
OKE
×
+413.02%
+12.78%/yr
+11.20%/yr
(R2=0.713)
ONEOK Inc NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Fri 2025-05-23 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$47,366.40
2025-05-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
$10,000.00
2011-10-20
$22,460.32
2025-05-23
Exxon Mobil Corp NYSE Common Stock
PEP
×
$10,000.00
2011-10-20
$30,911.38
2025-05-23
PepsiCo Inc NASDAQ Common Stock
MDT
×
$10,000.00
2011-10-20
$33,495.39
2025-05-23
Medtronic PLC NYSE Common Stock
OKE
×
$10,000.00
2011-10-20
$51,301.51
2025-05-23
ONEOK Inc NYSE Common Stock

Annual Returns

Year SCHD XOM PEP MDT OKE
2025 (YTD) −4.38% −2.47% −14.19% +1.80% −17.29%
2024 +11.66% +11.26% −7.60% +0.28% +50.10%
2023 +4.54% −6.26% −3.29% +9.58% +13.21%
2022 −3.26% +87.46% +6.78% −22.55% +18.86%
2021 +29.87% +57.58% +20.56% −9.79% +64.67%
2020 +15.03% −36.21% +11.67% +5.70% −43.45%
2019 +27.29% +7.23% +27.38% +27.34% +47.76%
2018 −5.56% −15.09% −4.81% +15.18% +6.27%
2017 +20.85% −3.81% +17.82% +15.90% −2.12%
2016 +16.45% +19.88% +7.79% −5.44% +149.62%
2015 −0.30% −12.79% +8.75% +8.62% −47.42%
2014 +11.69% −6.06% +17.27% +28.15% −5.33%
2013 +32.88% +20.12% +24.65% +42.88% +45.45%
2012 +11.39% +4.70% +6.39% +10.64% −1.10%
2011 +5.31% +18.67% +4.76% +5.83% +57.23%
2010 +10.13% +10.69% −13.79% +25.36%
2009 −12.61% +14.63% +42.55% +54.59%
2008 −13.11% −25.96% −36.32% −34.47%
2007 +24.29% +23.88% −5.22% +4.41%
2006 +39.08% +7.86% −6.29% +62.72%
2005 +11.79% +15.24% +16.71% −6.29%
2004 +28.06% +13.81% +2.69% +28.73%
2003 +20.64% +12.04% +7.24% +15.01%
2002 −8.87% −12.14% −10.36% +7.63%
2001 −8.55% −0.54% −14.79% −25.81%
2000 +7.91% +42.63% +66.34% +91.94%
1999 +10.17% −12.47% −1.49% −30.31%
1998 +19.51% +14.31% +42.10% −10.38%
1997 +24.87% +49.56% +55.24% +34.58%
1996 +21.74% +6.00% +22.38% +31.15%
1995 +32.51% +54.14% +101.78% +27.09%
1994 −3.76% −11.32% +36.92% −4.64%
1993 +3.27% −1.51% −13.04% +2.72%
1992 +0.41% +22.51% +1.94% +8.89%
1991 +17.63% +30.29% +119.76% +14.40%
1990 +3.50% +21.91% +32.81% −7.45%
1989 +13.64% +62.09% +71.45% +68.88%
1988 +15.41% +18.35% −16.00% +12.69%
1987 +8.73% +28.37% +22.81% −50.00%
1986 +27.21% +7.21% +79.07% +5.10%
1985 +22.50% +69.68% +65.17% +10.39%
1984 +1.98% −2.28% −33.36% +4.05%
1983 −21.56%
1982 +41.88%
1981 −6.71%
1980 +19.20%
1979 +116.54%
1978 +67.83%
1977 −15.65%
1976 −13.45%
1975 +7.21%
1974 −50.50%
1973 +8.92%

Drawdowns

Thu 2011-10-20? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
SCHD
×
−10.71% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
−15.63% −62.40%
2020-03-23
Exxon Mobil Corp NYSE Common Stock
PEP
×
−29.84% −30.32%
2025-05-14
PepsiCo Inc NASDAQ Common Stock
MDT
×
−32.95% −45.10%
2023-10-27
Medtronic PLC NYSE Common Stock
OKE
×
−29.05% −80.17%
2020-03-18
ONEOK Inc NYSE Common Stock