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

Total Real Returns

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

Thu 2011-10-20? 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
SCHD
×
−2.83%
2025-05-13
4.813 TR
2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
+11.58%
2025-05-13
1256.1 TR
2025-05-13
The Coca-Cola Company NYSE Common Stock

Returns

Thu 2011-10-20? to Tue 2025-05-13 Overall
Return
Exponential
Trendline
SCHG
×
+752.81%
+17.12%/yr
+16.23%/yr
(R2=0.970)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
+381.35%
+12.28%/yr
+12.45%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
+212.15%
+8.75%/yr
+8.07%/yr
(R2=0.963)
The Coca-Cola Company NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Tue 2025-05-13 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$85,281.21
2025-05-13
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$48,134.80
2025-05-13
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
$10,000.00
2011-10-20
$31,215.34
2025-05-13
The Coca-Cola Company NYSE Common Stock

Annual Returns

Year SCHG SCHD KO
2025 (YTD) −1.59% −2.83% +11.58%
2024 +34.96% +11.66% +8.88%
2023 +50.10% +4.54% −4.43%
2022 −31.80% −3.26% +10.61%
2021 +28.11% +29.87% +11.37%
2020 +39.14% +15.03% +2.47%
2019 +36.02% +27.29% +20.60%
2018 −1.36% −5.56% +6.77%
2017 +28.05% +20.85% +14.38%
2016 +6.82% +16.45% −0.36%
2015 +3.24% −0.30% +5.14%
2014 +15.80% +11.69% +5.27%
2013 +34.04% +32.88% +17.23%
2012 +16.88% +11.39% +6.53%
2011 −0.74% +5.31% +9.46%
2010 +16.85% +19.02%
2009 +2.70% +30.30%
2008 −24.10%
2007 +30.45%
2006 +23.10%
2005 −0.66%
2004 −16.12%
2003 +18.13%
2002 −5.50%
2001 −20.90%
2000 +5.98%
1999 −12.16%
1998 +1.32%
1997 +27.86%
1996 +43.26%
1995 +46.20%
1994 +17.44%
1993 +8.29%
1992 +5.77%
1991 +75.40%
1990 +22.72%
1989 +77.04%
1988 +20.60%
1987 +3.61%
1986 +37.99%
1985 +41.25%
1984 +22.27%
1983 +8.42%
1982 +60.08%
1981 +11.29%
1980 +3.39%
1979 −17.20%
1978 +22.82%
1977 −1.77%
1976 −0.85%
1975 +59.71%
1974 −56.97%
1973 −13.71%
1972 +23.18%
1971 +46.26%
1970 +4.53%
1969 +15.05%
1968 +7.91%
1967 +47.79%
1966 +4.28%
1965 +22.22%
1964 +21.62%
1963 +35.56%
1962 −15.48%

Drawdowns

Thu 2011-10-20? 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
SCHD
×
−9.26% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
−6.68% −36.99%
2020-03-23
The Coca-Cola Company NYSE Common Stock