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

Total Real Returns

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

SCHD real return snapshot: after CPI-U inflation, SCHD returned +29.79% over the past year and +26.41% YTD, with dividends reinvested. Since Oct. 20, 2011, SCHD is up +356.86% in real purchasing-power return, or +10.65%/yr, and is currently −0.38% below its real total-return high on Oct. 22, 2026.

Data ending Fri Oct. 23, 2026

Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-10-23 Overall
Return
Exponential
Trendline
SCHD
×
+356.86%
+10.65%/yr
+9.22%/yr
R2=0.953
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Fri 2026-10-23 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$45,685.99
2026-10-23

This Year’s Performance

through 2026-10-23

  YTD YoY
SCHD
×
+26.41% +29.79%

Drawdowns

  Current
Drawdown
Worst
Drawdown
SCHD
×
−0.38%
on 2026-10-23
from 2026-10-22 peak
−33.51%
on 2020-03-23
from 2020-01-23 peak

Rolling Returns

Period ending Fri 2026-10-23 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD
×
+29.79% +25.24%
+11.91%/yr
+56.45%
+16.09%/yr
+32.48%
+5.79%/yr
+156.05%
+9.86%/yr

Annual Returns

Year SCHD
2026 (YTD) +26.41%
2025 +1.62%
2024 +8.53%
2023 +1.16%
2022 −9.13%
2021 +21.34%
2020 +13.48%
2019 +24.45%
2018 −7.33%
2017 +18.34%
2016 +14.09%
2015 −1.02%
2014 +10.85%
2013 +30.91%
2012 +9.49%
2011 +5.72%