All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

DIVO,SCHD,SPOK: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2016-12-14? to Mon 2024-09-30 YTD
Return
TRR
Price
DIVO
×
+13.63%
2024-09-30
1.9 TRR
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+10.96%
2024-09-30
3.636 TRR
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
+0.33%
2024-09-30
18.35 TRR
2024-09-30
Spok Holdings Inc NASDAQ Common Stock

Returns

Wed 2016-12-14? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
DIVO
×
+89.99%
+8.58%/yr
+7.43%/yr
(R2=0.865)
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
+91.16%
+8.67%/yr
+8.36%/yr
(R2=0.798)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
−4.80%
−0.63%/yr
−1.76%/yr
(R2=0.020)
Spok Holdings Inc NASDAQ Common Stock

Growth of $10,000

Wed 2016-12-14? to Mon 2024-09-30 Start
Value
End
Value
DIVO
×
$10,000.00
2016-12-14
$18,999.08
2024-09-30
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2016-12-14
$19,115.78
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
$10,000.00
2016-12-14
$9,519.60
2024-09-30
Spok Holdings Inc NASDAQ Common Stock

Annual Returns

Year DIVO SCHD SPOK
2024 (YTD) +13.63% +10.96% +0.33%
2023 +3.48% +1.16% +101.23%
2022 −7.45% −9.13% −3.37%
2021 +14.80% +21.33% −17.68%
2020 +10.90% +13.49% −5.51%
2019 +22.09% +24.44% −6.38%
2018 −4.99% −7.32% −13.96%
2017 +18.93% +18.34% −23.95%
2016 −0.60% +14.07% +15.63%
2015 −1.00% +8.60%
2014 +10.84% +24.52%
2013 +30.92% +24.88%
2012 +9.48% −12.17%
2011 +5.72% −18.93%
2010 +81.18%
2009 +11.65%
2008 −7.56%
2007 −26.28%
2006 −3.82%
2005 −19.75%
2004 +72.66%
2003 +847.84%
2002 −18.49%

Drawdowns

Wed 2016-12-14? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
DIVO
×
0.00% −30.26%
2020-03-23
Amplify CWP Enhanced Dividend Income ETF Exchange-Traded Fund
SCHD
×
0.00% −33.52%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
−13.80% −69.81%
2022-07-01
Spok Holdings Inc NASDAQ Common Stock