All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2011-10-20? to Mon 2025-05-12 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| SCHX × |
−0.18%
2025-05-12 |
9.326 TR
2025-05-12 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHG × |
−2.92%
2025-05-12 |
9.789 TR
2025-05-12 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
−2.39%
2025-05-12 |
4.835 TR
2025-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+7.26%
2025-05-12 |
48.23 TR
2025-05-12 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2011-10-20? to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHX × |
+645.78%
+15.97%/yr |
+14.95%/yr
(R2=0.979) |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHG × |
+741.30%
+17.01%/yr |
+16.23%/yr
(R2=0.970) |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
+383.54%
+12.32%/yr |
+12.45%/yr
(R2=0.975) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
+245.80%
+9.58%/yr |
+8.95%/yr
(R2=0.856) |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Thu 2011-10-20? to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHX × |
$10,000.00
2011-10-20 |
$74,578.13
2025-05-12 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHG × |
$10,000.00
2011-10-20 |
$84,129.60
2025-05-12 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHD × |
$10,000.00
2011-10-20 |
$48,354.34
2025-05-12 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × |
$10,000.00
2011-10-20 |
$34,579.75
2025-05-12 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||
| Year | SCHX | SCHG | SCHD | O |
|---|---|---|---|---|
| 2025 (YTD) | −0.18% | −2.92% | −2.39% | +7.26% |
| 2024 | +26.46% | +34.96% | +11.66% | −2.11% |
| 2023 | +29.81% | +50.10% | +4.54% | −4.55% |
| 2022 | −19.41% | −31.80% | −3.26% | −7.37% |
| 2021 | +27.66% | +28.11% | +29.87% | +27.96% |
| 2020 | +20.81% | +39.14% | +15.03% | −14.33% |
| 2019 | +34.82% | +36.02% | +27.29% | +25.14% |
| 2018 | −3.51% | −1.36% | −5.56% | +12.20% |
| 2017 | +23.11% | +28.05% | +20.85% | +6.99% |
| 2016 | +15.34% | +6.82% | +16.45% | +15.78% |
| 2015 | +3.05% | +3.24% | −0.30% | +13.38% |
| 2014 | +15.46% | +15.80% | +11.69% | +34.35% |
| 2013 | +34.77% | +34.04% | +32.88% | −2.30% |
| 2012 | +18.88% | +16.88% | +11.39% | +20.67% |
| 2011 | +3.41% | −0.74% | +5.31% | +7.53% |
| 2010 | +17.15% | +16.85% | — | +39.32% |
| 2009 | +7.34% | +2.70% | — | +20.82% |
| 2008 | — | — | — | −8.22% |
| 2007 | — | — | — | +3.27% |
| 2006 | — | — | — | +36.05% |
| 2005 | — | — | — | −9.40% |
| 2004 | — | — | — | +33.87% |
| 2003 | — | — | — | +21.61% |
| 2002 | — | — | — | +27.47% |
| 2001 | — | — | — | +28.13% |
| 2000 | — | — | — | +32.73% |
| 1999 | — | — | — | −9.12% |
| 1998 | — | — | — | +5.59% |
| 1997 | — | — | — | +14.76% |
| 1996 | — | — | — | +14.71% |
| 1995 | — | — | — | +46.26% |
| 1994 | — | — | — | +10.03% |
| Thu 2011-10-20? to Mon 2025-05-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHX × | −4.70% |
−34.33%
2020-03-23 |
||||
| Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
| SCHG × | −7.02% |
−34.59%
2023-01-05 |
||||
| Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
| SCHD × | −8.85% |
−33.37%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| O × | −13.26% |
−48.28%
2020-03-18 |
||||
| Realty Income Corporation NYSE Common Stock | ||||||