All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2016-12-14? to Fri 2024-09-27 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| DIVO × |
+13.63%
2024-09-27 |
1.897 TRR
2024-09-27 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| FLCSX × |
+19.17%
2024-09-27 |
5.34 TRR
2024-09-27 |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| SCHD × |
+10.96%
2024-09-27 |
3.625 TRR
2024-09-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2016-12-14? to Fri 2024-09-27 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| DIVO × |
+89.71%
+8.57%/yr |
+7.43%/yr
(R2=0.865) |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| FLCSX × |
+105.46%
+9.69%/yr |
+8.11%/yr
(R2=0.796) |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| SCHD × |
+90.59%
+8.64%/yr |
+8.36%/yr
(R2=0.797) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Wed 2016-12-14? to Fri 2024-09-27 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| DIVO × |
$10,000.00
2016-12-14 |
$18,971.40
2024-09-27 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| FLCSX × |
$10,000.00
2016-12-14 |
$20,545.80
2024-09-27 |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| SCHD × |
$10,000.00
2016-12-14 |
$19,059.25
2024-09-27 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| Year | DIVO | FLCSX | SCHD |
|---|---|---|---|
| 2024 (YTD) | +13.63% | +19.17% | +10.96% |
| 2023 | +3.48% | +19.53% | +1.16% |
| 2022 | −7.45% | −13.60% | −9.13% |
| 2021 | +14.80% | +17.52% | +21.33% |
| 2020 | +10.90% | +7.60% | +13.49% |
| 2019 | +22.09% | +28.64% | +24.44% |
| 2018 | −4.99% | −10.93% | −7.32% |
| 2017 | +18.93% | +15.71% | +18.34% |
| 2016 | −0.60% | +14.33% | +14.07% |
| 2015 | — | −2.69% | −1.00% |
| 2014 | — | +9.32% | +10.84% |
| 2013 | — | +37.32% | +30.92% |
| 2012 | — | +18.60% | +9.48% |
| 2011 | — | −4.43% | +5.72% |
| 2010 | — | +16.68% | — |
| 2009 | — | +46.49% | — |
| 2008 | — | −47.48% | — |
| 2007 | — | +8.63% | — |
| 2006 | — | +10.22% | — |
| 2005 | — | +3.89% | — |
| 2004 | — | +3.01% | — |
| 2003 | — | +22.86% | — |
| 2002 | — | −24.82% | — |
| 2001 | — | −19.04% | — |
| 2000 | — | −17.21% | — |
| 1999 | — | +23.96% | — |
| 1998 | — | +16.15% | — |
| 1997 | — | +13.71% | — |
| 1996 | — | +10.06% | — |
| 1995 | — | +6.55% | — |
| Wed 2016-12-14? to Fri 2024-09-27 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| DIVO × | 0.00% |
−30.26%
2020-03-23 |
||||
| Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund | ||||||
| FLCSX × | 0.00% |
−37.29%
2020-03-23 |
||||
| Fidelity Large Cap Stock Fund Mutual Fund | ||||||
| SCHD × | −0.07% |
−33.52%
2020-03-23 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||