ITOT,KO,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Tue 2025-07-15	YTD Return	TRR Price
ITOT ×	+3.94% 2025-07-15	4.589 TRR 2025-07-15
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
KO ×	+10.46% 2025-07-15	117.38 TRR 2025-07-15
The Coca-Cola Company NYSE Common Stock
SCHD ×	−2.04% 2025-07-15	3.483 TRR 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Returns

Thu 2011-10-20? to Tue 2025-07-15	Overall Return	Exponential Trendline
ITOT ×	+344.23% +11.47%/yr	+10.10%/yr (R2=0.945)
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
KO ×	+121.88% +5.97%/yr	+5.34%/yr (R2=0.932)
The Coca-Cola Company NYSE Common Stock
SCHD ×	+248.33% +9.51%/yr	+9.50%/yr (R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20? to Tue 2025-07-15	Start Value	End Value
ITOT ×	$10,000.00 2011-10-20	$44,423.39 2025-07-15
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
KO ×	$10,000.00 2011-10-20	$22,188.10 2025-07-15
The Coca-Cola Company NYSE Common Stock
SCHD ×	$10,000.00 2011-10-20	$34,832.77 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

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Annual Returns

Year	ITOT	KO	SCHD
2025 (YTD)	+3.94%	+10.46%	−2.04%
2024	+20.34%	+5.83%	+8.50%
2023	+22.03%	−7.53%	+1.16%
2022	−24.37%	+3.89%	−9.13%
2021	+17.41%	+4.06%	+21.36%
2020	+19.09%	+1.09%	+13.47%
2019	+27.75%	+17.89%	+24.42%
2018	−7.10%	+4.78%	−7.33%
2017	+18.87%	+12.02%	+18.39%
2016	+10.31%	−2.37%	+14.03%
2015	+0.17%	+4.37%	−1.00%
2014	+12.68%	+4.47%	+10.86%
2013	+31.36%	+15.50%	+30.91%
2012	+13.84%	+4.70%	+9.50%
2011	−1.20%	+6.32%	+5.72%
2010	+14.54%	+17.25%	—
2009	+23.22%	+26.87%	—
2008	−36.52%	−24.16%	—
2007	+1.03%	+25.31%	—
2006	+12.27%	+20.10%	—
2005	+1.85%	−3.95%	—
2004	+5.84%	−18.80%	—
2003	—	+15.95%	—
2002	—	−7.68%	—
2001	—	−22.67%	—
2000	—	+2.50%	—
1999	—	−14.45%	—
1998	—	−0.28%	—
1997	—	+25.69%	—
1996	—	+38.71%	—
1995	—	+42.58%	—
1994	—	+14.32%	—
1993	—	+5.37%	—
1992	—	+2.86%	—
1991	—	+70.15%	—
1990	—	+15.65%	—
1989	—	+69.18%	—
1988	—	+15.49%	—
1987	—	−0.76%	—
1986	—	+36.44%	—
1985	—	+36.10%	—
1984	—	+17.62%	—
1983	—	+4.48%	—
1982	—	+54.12%	—
1981	—	+2.21%	—
1980	—	−8.11%	—
1979	—	−26.91%	—
1978	—	+12.65%	—
1977	—	−8.00%	—
1976	—	−5.34%	—
1975	—	+49.17%	—
1974	—	−61.66%	—
1973	—	−20.63%	—
1972	—	+19.13%	—
1971	—	+41.66%	—
1970	—	−1.04%	—
1969	—	+8.34%	—
1968	—	+3.06%	—
1967	—	+43.47%	—
1966	—	+0.80%	—
1965	—	+19.90%	—
1964	—	+20.46%	—
1963	—	+33.35%	—
1962	—	−16.58%	—

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Drawdowns

Thu 2011-10-20? to Tue 2025-07-15	Current Drawdown	Worst Drawdown
ITOT ×	−0.78%	−34.96% 2020-03-23
iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund
KO ×	−6.17%	−36.93% 2020-03-23
The Coca-Cola Company NYSE Common Stock
SCHD ×	−8.57%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund