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

Tue 2020-04-14 to Tue 2025-07-15	YTD Return	TRR Price
SCHD ×	−2.04% 2025-07-15	3.483 TRR 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
BX ×	−8.00% 2025-07-15	7.697 TRR 2025-07-15
Blackstone Group Inc NYSE Common Stock
MDT ×	+10.94% 2025-07-15	66.53 TRR 2025-07-15
Medtronic PLC NYSE Common Stock
LMT ×	−4.09% 2025-07-15	268.64 TRR 2025-07-15
Lockheed Martin Corporation NYSE Common Stock

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Returns

Tue 2020-04-14 to Tue 2025-07-15	Overall Return	Exponential Trendline
SCHD ×	+55.68% +8.79%/yr	+4.71%/yr (R2=0.383)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
BX ×	+218.33% +24.67%/yr	+17.56%/yr (R2=0.579)
Blackstone Group Inc NYSE Common Stock
MDT ×	−18.23% −3.76%/yr	−8.72%/yr (R2=0.554)
Medtronic PLC NYSE Common Stock
LMT ×	+13.59% +2.46%/yr	+5.12%/yr (R2=0.479)
Lockheed Martin Corporation NYSE Common Stock

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Growth of $10,000

Tue 2020-04-14 to Tue 2025-07-15	Start Value	End Value
SCHD ×	$10,000.00 2020-04-14	$15,567.79 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
BX ×	$10,000.00 2020-04-14	$31,832.67 2025-07-15
Blackstone Group Inc NYSE Common Stock
MDT ×	$10,000.00 2020-04-14	$8,177.07 2025-07-15
Medtronic PLC NYSE Common Stock
LMT ×	$10,000.00 2020-04-14	$11,359.40 2025-07-15
Lockheed Martin Corporation NYSE Common Stock

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Annual Returns

Year	SCHD	BX	MDT	LMT
2025 (YTD)	−2.04%	−8.00%	+10.94%	−4.09%
2024	+8.50%	+31.28%	−2.53%	+6.94%
2023	+1.16%	+76.82%	+6.03%	−7.41%
2022	−9.13%	−43.65%	−27.25%	+31.96%
2021	+21.36%	+93.49%	−15.72%	−3.63%
2020	+13.47%	+18.17%	+4.28%	−7.75%
2019	+24.42%	+91.97%	+24.49%	+49.14%
2018	−7.33%	−1.79%	+13.03%	−17.91%
2017	+18.39%	+24.70%	+13.50%	+29.05%
2016	+14.03%	−1.04%	−7.35%	+15.97%
2015	−1.00%	−7.59%	+7.84%	+15.34%
2014	+10.86%	+12.92%	+27.18%	+32.76%
2013	+30.91%	+110.19%	+40.77%	+65.62%
2012	+9.50%	+13.46%	+8.75%	+17.48%
2011	+5.72%	+0.50%	+2.78%	+17.23%
2010	—	+11.00%	−15.06%	−5.26%
2009	—	+109.78%	+38.78%	−10.03%
2008	—	−67.48%	−36.38%	−18.63%
2007	—	−36.51%	−8.94%	+11.41%
2006	—	—	−8.58%	+43.36%
2005	—	—	+12.84%	+12.66%
2004	—	—	−0.55%	+6.51%
2003	—	—	+5.26%	−11.55%
2002	—	—	−12.45%	+21.81%
2001	—	—	−16.09%	+36.86%
2000	—	—	+60.90%	+52.84%
1999	—	—	−4.08%	−48.30%
1998	—	—	+39.85%	−13.98%
1997	—	—	+52.62%	+7.63%
1996	—	—	+18.47%	+14.26%
1995	—	—	+96.79%	+77.11%
1994	—	—	+33.36%	+7.22%
1993	—	—	−15.37%	+21.57%
1992	—	—	−0.93%	+27.69%
1991	—	—	+113.22%	+35.82%
1990	—	—	+25.18%	−14.03%
1989	—	—	+63.82%	−6.18%
1988	—	—	−19.54%	+19.35%
1987	—	—	+17.57%	−32.51%
1986	—	—	+77.03%	+2.93%
1985	—	—	+59.20%	+9.15%
1984	—	—	−35.93%	+6.99%
1983	—	—	−24.40%	+57.80%
1982	—	—	+36.63%	+50.90%
1981	—	—	−14.29%	+28.14%
1980	—	—	+5.90%	−13.71%
1979	—	—	+91.15%	+56.12%
1978	—	—	+53.87%	+19.28%
1977	—	—	−20.87%	+50.00%
1976	—	—	−17.48%	—
1975	—	—	+0.21%	—
1974	—	—	−55.92%	—
1973	—	—	+2.83%	—

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Drawdowns

Tue 2020-04-14 to Tue 2025-07-15	Current Drawdown	Worst Drawdown
SCHD ×	−8.57%	−21.69% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
BX ×	−20.33%	−52.53% 2022-12-28
Blackstone Group Inc NYSE Common Stock
MDT ×	−36.61%	−51.15% 2023-10-27
Medtronic PLC NYSE Common Stock
LMT ×	−23.71%	−31.33% 2025-02-14
Lockheed Martin Corporation NYSE Common Stock