All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
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 | ||||||
O × |
+5.57%
2025-05-13 |
47.47 TR
2025-05-13 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
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 | ||||||
O × |
+240.36%
+9.45%/yr |
+8.95%/yr
(R2=0.856) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
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 | ||||||
O × |
$10,000.00
2011-10-20 |
$34,035.77
2025-05-13 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
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 | ||||||
O × | −14.62% |
−48.28%
2020-03-18 |
||||
Realty Income Corporation NYSE Common Stock | ||||||