All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2016-03-02? 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 | ||||||
VYMI × |
+14.33%
2025-05-12 |
2.154 TR
2025-05-12 |
||||
Vanguard International High Dividend Yield Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
O × |
+7.26%
2025-05-12 |
48.23 TR
2025-05-12 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Wed 2016-03-02? to Mon 2025-05-12 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+286.88%
+15.85%/yr |
+14.86%/yr
(R2=0.948) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
+358.82%
+18.02%/yr |
+17.48%/yr
(R2=0.933) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
+176.66%
+11.70%/yr |
+12.40%/yr
(R2=0.939) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYMI × |
+115.42%
+8.71%/yr |
+6.06%/yr
(R2=0.761) |
||||
Vanguard International High Dividend Yield Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
O × |
+53.72%
+4.79%/yr |
+5.13%/yr
(R2=0.599) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Wed 2016-03-02? to Mon 2025-05-12 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2016-03-02 |
$38,687.93
2025-05-12 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2016-03-02 |
$45,881.99
2025-05-12 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2016-03-02 |
$27,665.83
2025-05-12 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYMI × |
$10,000.00
2016-03-02 |
$21,542.05
2025-05-12 |
||||
Vanguard International High Dividend Yield Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
O × |
$10,000.00
2016-03-02 |
$15,372.02
2025-05-12 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
Wed 2016-03-02? 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 | ||||||
VYMI × | 0.00% |
−40.00%
2020-03-23 |
||||
Vanguard International High Dividend Yield Index Fund ETF Shares NASDAQ Exchange-Traded Fund | ||||||
O × | −13.26% |
−48.28%
2020-03-18 |
||||
Realty Income Corporation NYSE Common Stock | ||||||