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

Total Real Returns

SCHG,SCHD,PG,KO,JNJ,O: 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
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

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
PG
×
+259.65%
+9.90%/yr
+10.97%/yr
(R2=0.948)
Procter & Gamble Company NYSE Common Stock
KO
×
+212.15%
+8.75%/yr
+8.07%/yr
(R2=0.963)
The Coca-Cola Company NYSE Common Stock
JNJ
×
+249.50%
+9.66%/yr
+9.90%/yr
(R2=0.913)
Johnson & Johnson NYSE Common Stock
O
×
+240.36%
+9.45%/yr
+8.95%/yr
(R2=0.856)
Realty Income Corporation 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
PG
×
$10,000.00
2011-10-20
$35,965.39
2025-05-13
Procter & Gamble Company NYSE Common Stock
KO
×
$10,000.00
2011-10-20
$31,215.34
2025-05-13
The Coca-Cola Company NYSE Common Stock
JNJ
×
$10,000.00
2011-10-20
$34,950.33
2025-05-13
Johnson & Johnson NYSE Common Stock
O
×
$10,000.00
2011-10-20
$34,035.77
2025-05-13
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHG SCHD PG KO JNJ O
2025 (YTD) −1.59% −2.83% −4.13% +11.58% +3.46% +5.57%
2024 +34.96% +11.66% +17.25% +8.88% −4.81% −2.11%
2023 +50.10% +4.54% −0.86% −4.43% −8.58% −4.55%
2022 −31.80% −3.26% −5.05% +10.61% +5.97% −7.37%
2021 +28.11% +29.87% +20.52% +11.37% +11.44% +27.96%
2020 +39.14% +15.03% +14.15% +2.47% +10.82% −14.33%
2019 +36.02% +27.29% +39.70% +20.60% +16.22% +25.14%
2018 −1.36% −5.56% +3.57% +6.77% −5.13% +12.20%
2017 +28.05% +20.85% +12.70% +14.38% +24.43% +6.99%
2016 +6.82% +16.45% +9.36% −0.36% +15.33% +15.78%
2015 +3.24% −0.30% −9.97% +5.14% +1.14% +13.38%
2014 +15.80% +11.69% +15.42% +5.27% +17.34% +34.35%
2013 +34.04% +32.88% +23.65% +17.23% +34.62% −2.30%
2012 +16.88% +11.39% +5.20% +6.53% +10.85% +20.67%
2011 −0.74% +5.31% +7.06% +9.46% +9.89% +7.53%
2010 +16.85% +9.36% +19.02% −0.59% +39.32%
2009 +2.70% +1.18% +30.30% +11.27% +20.82%
2008 −13.81% −24.10% −7.72% −8.22%
2007 +16.64% +30.45% +3.61% +3.27%
2006 +13.38% +23.10% +12.43% +36.05%
2005 +7.19% −0.66% −3.36% −9.40%
2004 +12.38% −16.12% +25.17% +33.87%
2003 +18.48% +18.13% −2.08% +21.61%
2002 +11.50% −5.50% −7.88% +27.47%
2001 +3.11% −20.90% +13.21% +28.13%
2000 −27.09% +5.98% +12.67% +32.73%
1999 +21.57% −12.16% +11.18% −9.12%
1998 +15.89% +1.32% +27.32% +5.59%
1997 +50.48% +27.86% +32.41% +14.76%
1996 +32.18% +43.26% +16.37% +14.71%
1995 +36.81% +46.20% +56.17% +46.26%
1994 +11.33% +17.44% +22.00% +10.03%
1993 +8.78% +8.29% −11.14%
1992 +16.76% +5.77% −11.79%
1991 +11.03% +75.40% +59.58%
1990 +26.36% +22.72% +20.84%
1989 +66.78% +77.04% +39.50%
1988 +5.55% +20.60% +13.69%
1987 +15.30% +3.61% +14.09%
1986 +13.61% +37.99% +24.70%
1985 +28.25% +41.25% +45.68%
1984 +5.12% +22.27% −11.62%
1983 −0.24% +8.42% −17.64%
1982 +54.25% +60.08% +33.67%
1981 +23.14% +11.29% +11.66%
1980 −2.50% +3.39% +25.87%
1979 −12.93% −17.20% +7.45%
1978 +7.10% +22.82% −3.91%
1977 −5.34% −1.77% −1.60%
1976 +7.66% −0.85% −13.10%
1975 +11.64% +59.71% +10.97%
1974 −9.51% −56.97% −28.27%
1973 −16.15% −13.71% −13.60%
1972 +44.47% +23.18% +32.49%
1971 +38.42% +46.26% +72.80%
1970 +8.62% +4.53% −5.00%
1969 +26.59% +15.05% +68.99%
1968 −6.22% +7.91% +16.07%
1967 +26.35% +47.79% +61.01%
1966 +5.21% +4.28% −0.76%
1965 −14.85% +22.22% +54.19%
1964 +2.02% +21.62% +9.50%
1963 +12.12% +35.56% +39.27%
1962 −22.14% −15.48% −24.07%

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
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