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

Thu 2011-10-20? to Tue 2025-07-08	YTD Return	TRR Price
SCHD ×	−0.22% 2025-07-08	3.549 TRR 2025-07-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AAPL ×	−17.67% 2025-07-08	567.13 TRR 2025-07-08
Apple Inc NASDAQ Common Stock
MSFT ×	+15.84% 2025-07-08	2820.1 TRR 2025-07-08
Microsoft Corporation NASDAQ Common Stock

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Returns

Thu 2011-10-20? to Tue 2025-07-08	Overall Return	Exponential Trendline
SCHD ×	+254.90% +9.67%/yr	+9.51%/yr (R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AAPL ×	+1,142.66% +20.17%/yr	+23.16%/yr (R2=0.944)
Apple Inc NASDAQ Common Stock
MSFT ×	+1,555.40% +22.71%/yr	+25.10%/yr (R2=0.972)
Microsoft Corporation NASDAQ Common Stock

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Growth of $10,000

Thu 2011-10-20? to Tue 2025-07-08	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$35,489.74 2025-07-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AAPL ×	$10,000.00 2011-10-20	$124,266.27 2025-07-08
Apple Inc NASDAQ Common Stock
MSFT ×	$10,000.00 2011-10-20	$165,540.00 2025-07-08
Microsoft Corporation NASDAQ Common Stock

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Annual Returns

Year	SCHD	AAPL	MSFT
2025 (YTD)	−0.22%	−17.67%	+15.84%
2024	+8.56%	+27.05%	+9.76%
2023	+1.12%	+44.18%	+53.07%
2022	−9.11%	−30.88%	−32.40%
2021	+21.31%	+25.80%	+42.45%
2020	+13.50%	+79.85%	+40.62%
2019	+24.48%	+84.73%	+54.03%
2018	−7.35%	−7.15%	+18.54%
2017	+18.36%	+45.37%	+37.82%
2016	+14.06%	+10.22%	+12.74%
2015	−1.01%	−3.71%	+21.80%
2014	+10.80%	+39.57%	+26.61%
2013	+30.96%	+6.45%	+42.15%
2012	+9.49%	+30.32%	+3.98%
2011	+5.73%	+21.96%	−7.26%
2010	—	+50.78%	−7.91%
2009	—	+140.36%	+56.23%
2008	—	−56.95%	−44.43%
2007	—	+124.29%	+16.07%
2006	—	+15.13%	+13.02%
2005	—	+115.80%	−4.22%
2004	—	+191.95%	+5.68%
2003	—	+46.39%	+4.85%
2002	—	−36.10%	−23.79%
2001	—	+45.01%	+50.39%
2000	—	−72.01%	−64.06%
1999	—	+144.54%	+63.95%
1998	—	+207.01%	+111.22%
1997	—	−38.21%	+53.77%
1996	—	−36.60%	+82.32%
1995	—	−19.37%	+40.00%
1994	—	+31.67%	+47.69%
1993	—	−51.77%	−8.10%
1992	—	+3.90%	+11.86%
1991	—	+28.40%	+115.23%
1990	—	+16.36%	+62.95%
1989	—	−15.51%	+56.18%
1988	—	−7.43%	−6.00%
1987	—	+99.63%	+115.36%
1986	—	+82.23%	+70.07%
1985	—	−27.28%	—
1984	—	+14.97%	—
1983	—	−21.42%	—
1982	—	+30.05%	—
1981	—	−40.44%	—
1980	—	+17.99%	—

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Drawdowns

Thu 2011-10-20? to Tue 2025-07-08	Current Drawdown	Worst Drawdown
SCHD ×	−6.85%	−33.53% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
AAPL ×	−20.40%	−44.18% 2013-04-19
Apple Inc NASDAQ Common Stock
MSFT ×	−0.48%	−41.48% 2022-11-03
Microsoft Corporation NASDAQ Common Stock