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