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

Total Real Returns

SCHX,PG,KO,O: Total Return Chart (with Dividends Reinvested)

Tue 2009-11-03? to Tue 2025-05-13 YTD
Return
TR
Price
SCHX
×
+0.51%
2025-05-13
9.39 TR
2025-05-13
Schwab U.S. Large-Cap 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
O
×
+5.57%
2025-05-13
47.47 TR
2025-05-13
Realty Income Corporation NYSE Common Stock

Returns

Tue 2009-11-03? to Tue 2025-05-13 Overall
Return
Exponential
Trendline
SCHX
×
+839.04%
+15.52%/yr
+15.16%/yr
(R2=0.985)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
PG
×
+325.27%
+9.77%/yr
+10.64%/yr
(R2=0.961)
Procter & Gamble Company NYSE Common Stock
KO
×
+318.53%
+9.66%/yr
+8.56%/yr
(R2=0.968)
The Coca-Cola Company NYSE Common Stock
O
×
+429.32%
+11.33%/yr
+10.20%/yr
(R2=0.894)
Realty Income Corporation NYSE Common Stock

Growth of $10,000

Tue 2009-11-03? to Tue 2025-05-13 Start
Value
End
Value
SCHX
×
$10,000.00
2009-11-03
$93,904.12
2025-05-13
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
PG
×
$10,000.00
2009-11-03
$42,526.80
2025-05-13
Procter & Gamble Company NYSE Common Stock
KO
×
$10,000.00
2009-11-03
$41,853.04
2025-05-13
The Coca-Cola Company NYSE Common Stock
O
×
$10,000.00
2009-11-03
$52,932.13
2025-05-13
Realty Income Corporation NYSE Common Stock

Annual Returns

Year SCHX PG KO O
2025 (YTD) +0.51% −4.13% +11.58% +5.57%
2024 +26.46% +17.25% +8.88% −2.11%
2023 +29.81% −0.86% −4.43% −4.55%
2022 −19.41% −5.05% +10.61% −7.37%
2021 +27.66% +20.52% +11.37% +27.96%
2020 +20.81% +14.15% +2.47% −14.33%
2019 +34.82% +39.70% +20.60% +25.14%
2018 −3.51% +3.57% +6.77% +12.20%
2017 +23.11% +12.70% +14.38% +6.99%
2016 +15.34% +9.36% −0.36% +15.78%
2015 +3.05% −9.97% +5.14% +13.38%
2014 +15.46% +15.42% +5.27% +34.35%
2013 +34.77% +23.65% +17.23% −2.30%
2012 +18.88% +5.20% +6.53% +20.67%
2011 +3.41% +7.06% +9.46% +7.53%
2010 +17.15% +9.36% +19.02% +39.32%
2009 +7.34% +1.18% +30.30% +20.82%
2008 −13.81% −24.10% −8.22%
2007 +16.64% +30.45% +3.27%
2006 +13.38% +23.10% +36.05%
2005 +7.19% −0.66% −9.40%
2004 +12.38% −16.12% +33.87%
2003 +18.48% +18.13% +21.61%
2002 +11.50% −5.50% +27.47%
2001 +3.11% −20.90% +28.13%
2000 −27.09% +5.98% +32.73%
1999 +21.57% −12.16% −9.12%
1998 +15.89% +1.32% +5.59%
1997 +50.48% +27.86% +14.76%
1996 +32.18% +43.26% +14.71%
1995 +36.81% +46.20% +46.26%
1994 +11.33% +17.44% +10.03%
1993 +8.78% +8.29%
1992 +16.76% +5.77%
1991 +11.03% +75.40%
1990 +26.36% +22.72%
1989 +66.78% +77.04%
1988 +5.55% +20.60%
1987 +15.30% +3.61%
1986 +13.61% +37.99%
1985 +28.25% +41.25%
1984 +5.12% +22.27%
1983 −0.24% +8.42%
1982 +54.25% +60.08%
1981 +23.14% +11.29%
1980 −2.50% +3.39%
1979 −12.93% −17.20%
1978 +7.10% +22.82%
1977 −5.34% −1.77%
1976 +7.66% −0.85%
1975 +11.64% +59.71%
1974 −9.51% −56.97%
1973 −16.15% −13.71%
1972 +44.47% +23.18%
1971 +38.42% +46.26%
1970 +8.62% +4.53%
1969 +26.59% +15.05%
1968 −6.22% +7.91%
1967 +26.35% +47.79%
1966 +5.21% +4.28%
1965 −14.85% +22.22%
1964 +2.02% +21.62%
1963 +12.12% +35.56%
1962 −22.14% −15.48%

Drawdowns

Tue 2009-11-03? to Tue 2025-05-13 Current
Drawdown
Worst
Drawdown
SCHX
×
−4.04% −34.33%
2020-03-23
Schwab U.S. Large-Cap 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
O
×
−14.62% −48.28%
2020-03-18
Realty Income Corporation NYSE Common Stock