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

Total Real Returns

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

Thu 2011-10-20? to Mon 2025-06-16 YTD
Return
TR
Price
SCHG
×
+1.43%
2025-06-16
10.23 TR
2025-06-16
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
+21.00%
2025-06-16
362.85 TR
2025-06-16
Charles Schwab Corp NYSE Common Stock
SCHD
×
−0.58%
2025-06-16
4.925 TR
2025-06-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Mon 2025-06-16 Overall
Return
Exponential
Trendline
SCHG
×
+778.96%
+17.25%/yr
+16.25%/yr
(R2=0.970)
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
+780.65%
+17.27%/yr
+14.63%/yr
(R2=0.859)
Charles Schwab Corp NYSE Common Stock
SCHD
×
+392.51%
+12.38%/yr
+12.41%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Mon 2025-06-16 Start
Value
End
Value
SCHG
×
$10,000.00
2011-10-20
$87,895.67
2025-06-16
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
$10,000.00
2011-10-20
$88,064.69
2025-06-16
Charles Schwab Corp NYSE Common Stock
SCHD
×
$10,000.00
2011-10-20
$49,250.81
2025-06-16
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHG SCHW SCHD
2025 (YTD) +1.43% +21.00% −0.58%
2024 +34.96% +9.17% +11.66%
2023 +50.10% −15.97% +4.54%
2022 −31.80% +0.11% −3.26%
2021 +28.11% +60.23% +29.87%
2020 +39.14% +13.57% +15.03%
2019 +36.02% +16.38% +27.29%
2018 −1.36% −18.43% −5.56%
2017 +28.05% +31.15% +20.85%
2016 +6.82% +21.01% +16.45%
2015 +3.24% +9.92% −0.30%
2014 +15.80% +17.18% +11.69%
2013 +34.04% +83.30% +32.88%
2012 +16.88% +29.88% +11.39%
2011 −0.74% −33.13% +5.31%
2010 +16.85% −7.77%
2009 +2.70% +18.07%
2008 −36.02%
2007 +39.94%
2006 +32.90%
2005 +23.56%
2004 +1.77%
2003 +9.66%
2002 −29.55%
2001 −45.35%
2000 +11.41%
1999 +36.35%
1998 +101.79%
1997 +97.55%
1996 +60.19%
1995 +74.42%
1994 +8.76%
1993 +87.31%
1992 −13.22%
1991 +303.85%
1990 −17.24%
1989 +106.48%
1988 +12.44%
1987 −63.62%

Drawdowns

Thu 2011-10-20? to Mon 2025-06-16 Current
Drawdown
Worst
Drawdown
SCHG
×
−2.86% −34.59%
2023-01-05
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund
SCHW
×
−2.18% −51.08%
2020-03-12
Charles Schwab Corp NYSE Common Stock
SCHD
×
−7.16% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund