All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
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 | ||||||
PG × |
−4.13%
2025-05-13 |
518.22 TR
2025-05-13 |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
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 | ||||||
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 | ||||||
PG × |
+299.62%
+9.40%/yr |
+10.67%/yr
(R2=0.960) |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
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 | ||||||
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 | ||||||
PG × |
$10,000.00
2009-12-11 |
$39,961.83
2025-05-13 |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
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 | ||||||
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 | ||||||
PG × | −10.56% |
−25.46%
2015-09-14 |
||||
Procter & Gamble Company NYSE Common Stock | ||||||
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 | ||||||