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

Total Real Returns

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

Tue 2022-08-30? to Mon 2026-04-20 YTD
Return
TRR
Price
SCHD
×
+11.74%
2026-04-20
4.039 TRR
2026-04-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
BNDI
×
−0.42%
2026-04-20
1.041 TRR
2026-04-20
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Returns

Tue 2022-08-30? to Mon 2026-04-20 Overall
Return
Exponential
Trendline
SCHD
×
+31.09%
+7.72%/yr
+6.83%/yr
(R2=0.691)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
BNDI
×
+4.08%
+1.11%/yr
+2.20%/yr
(R2=0.570)
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Growth of $10,000

Tue 2022-08-30? to Mon 2026-04-20 Start
Value
End
Value
SCHD
×
$10,000.00
2022-08-30
$13,109.42
2026-04-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
BNDI
×
$10,000.00
2022-08-30
$10,408.25
2026-04-20
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund

Annual Returns

Year SCHD BNDI
2026 (YTD) +11.74% −0.42%
2025 +1.65% +5.14%
2024 +8.54% −1.11%
2023 +1.12% +3.43%
2022 −9.13% −2.81%
2021 +21.36%
2020 +13.47%
2019 +24.47%
2018 −7.36%
2017 +18.39%
2016 +14.10%
2015 −1.08%
2014 +10.91%
2013 +30.87%
2012 +9.51%
2011 +5.71%

Drawdowns

Tue 2022-08-30? to Mon 2026-04-20 Current
Drawdown
Worst
Drawdown
SCHD
×
−2.91% −17.32%
2025-04-08
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
BNDI
×
−1.72% −8.82%
2023-10-19
SHP ETF Trust - NEOS Enhanced Income Aggregate Bond ETF Exchange-Traded Fund