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

Total Real Returns

SCHG,KO,JNJ,O: Total Return Chart (with Dividends Reinvested)

Fri 2009-12-11? to Tue 2025-05-13 YTD
Return
TR
Price
SCHG
×
−1.59%
2025-05-13
9.923 TR
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
KO
×
+11.58%
2025-05-13
1256.1 TR
2025-05-13
The Coca-Cola Company NYSE Common Stock
JNJ
×
+3.46%
2025-05-13
1253.72 TR
2025-05-13
Johnson & Johnson NYSE Common Stock
O
×
+5.57%
2025-05-13
47.47 TR
2025-05-13
Realty Income Corporation NYSE Common Stock

Returns

Fri 2009-12-11? to Tue 2025-05-13 Overall
Return
Exponential
Trendline
SCHG
×
+892.29%
+16.05%/yr
+15.96%/yr
(R2=0.977)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
KO
×
+273.47%
+8.92%/yr
+8.54%/yr
(R2=0.967)
The Coca-Cola Company NYSE Common Stock
JNJ
×
+258.26%
+8.63%/yr
+10.71%/yr
(R2=0.936)
Johnson & Johnson NYSE Common Stock
O
×
+369.08%
+10.54%/yr
+10.09%/yr
(R2=0.894)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Fri 2009-12-11? to Tue 2025-05-13 Start
Value
End
Value
SCHG
×
$10,000.00
2009-12-11
$99,228.62
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
KO
×
$10,000.00
2009-12-11
$37,346.53
2025-05-13
The Coca-Cola Company NYSE Common Stock
JNJ
×
$10,000.00
2009-12-11
$35,826.08
2025-05-13
Johnson & Johnson NYSE Common Stock
O
×
$10,000.00
2009-12-11
$46,908.28
2025-05-13
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHG KO JNJ O
2025 (YTD) −1.59% +11.58% +3.46% +5.57%
2024 +34.96% +8.88% −4.81% −2.11%
2023 +50.10% −4.43% −8.58% −4.55%
2022 −31.80% +10.61% +5.97% −7.37%
2021 +28.11% +11.37% +11.44% +27.96%
2020 +39.14% +2.47% +10.82% −14.33%
2019 +36.02% +20.60% +16.22% +25.14%
2018 −1.36% +6.77% −5.13% +12.20%
2017 +28.05% +14.38% +24.43% +6.99%
2016 +6.82% −0.36% +15.33% +15.78%
2015 +3.24% +5.14% +1.14% +13.38%
2014 +15.80% +5.27% +17.34% +34.35%
2013 +34.04% +17.23% +34.62% −2.30%
2012 +16.88% +6.53% +10.85% +20.67%
2011 −0.74% +9.46% +9.89% +7.53%
2010 +16.85% +19.02% −0.59% +39.32%
2009 +2.70% +30.30% +11.27% +20.82%
2008 −24.10% −7.72% −8.22%
2007 +30.45% +3.61% +3.27%
2006 +23.10% +12.43% +36.05%
2005 −0.66% −3.36% −9.40%
2004 −16.12% +25.17% +33.87%
2003 +18.13% −2.08% +21.61%
2002 −5.50% −7.88% +27.47%
2001 −20.90% +13.21% +28.13%
2000 +5.98% +12.67% +32.73%
1999 −12.16% +11.18% −9.12%
1998 +1.32% +27.32% +5.59%
1997 +27.86% +32.41% +14.76%
1996 +43.26% +16.37% +14.71%
1995 +46.20% +56.17% +46.26%
1994 +17.44% +22.00% +10.03%
1993 +8.29% −11.14%
1992 +5.77% −11.79%
1991 +75.40% +59.58%
1990 +22.72% +20.84%
1989 +77.04% +39.50%
1988 +20.60% +13.69%
1987 +3.61% +14.09%
1986 +37.99% +24.70%
1985 +41.25% +45.68%
1984 +22.27% −11.62%
1983 +8.42% −17.64%
1982 +60.08% +33.67%
1981 +11.29% +11.66%
1980 +3.39% +25.87%
1979 −17.20% +7.45%
1978 +22.82% −3.91%
1977 −1.77% −1.60%
1976 −0.85% −13.10%
1975 +59.71% +10.97%
1974 −56.97% −28.27%
1973 −13.71% −13.60%
1972 +23.18% +32.49%
1971 +46.26% +72.80%
1970 +4.53% −5.00%
1969 +15.05% +68.99%
1968 +7.91% +16.07%
1967 +47.79% +61.01%
1966 +4.28% −0.76%
1965 +22.22% +54.19%
1964 +21.62% +9.50%
1963 +35.56% +39.27%
1962 −15.48% −24.07%

Drawdowns

Fri 2009-12-11? to Tue 2025-05-13 Current
Drawdown
Worst
Drawdown
SCHG
×
−5.75% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
KO
×
−6.68% −36.99%
2020-03-23
The Coca-Cola Company NYSE Common Stock
JNJ
×
−12.81% −27.37%
2020-03-23
Johnson & Johnson NYSE Common Stock
O
×
−14.62% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock