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

Total Real Returns

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

Thu 2011-10-20? to Mon 2025-05-19 YTD
Return
TRR
Price
SCHD
×
−3.52%
2025-05-19
3.431 TRR
2025-05-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COP
×
−8.92%
2025-05-19
21.48 TRR
2025-05-19
ConocoPhillips NYSE Common Stock
LMT
×
−3.63%
2025-05-19
270.01 TRR
2025-05-19
Lockheed Martin Corporation NYSE Common Stock

Returns

Thu 2011-10-20? to Mon 2025-05-19 Overall
Return
Exponential
Trendline
SCHD
×
+243.06%
+9.50%/yr
+9.58%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COP
×
+88.08%
+4.76%/yr
+5.43%/yr
(R2=0.374)
ConocoPhillips NYSE Common Stock
LMT
×
+564.22%
+14.96%/yr
+14.17%/yr
(R2=0.850)
Lockheed Martin Corporation NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Mon 2025-05-19 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$34,305.63
2025-05-19
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COP
×
$10,000.00
2011-10-20
$18,807.99
2025-05-19
ConocoPhillips NYSE Common Stock
LMT
×
$10,000.00
2011-10-20
$66,422.35
2025-05-19
Lockheed Martin Corporation NYSE Common Stock

Annual Returns

Year SCHD COP LMT
2025 (YTD) −3.52% −8.92% −3.63%
2024 +8.51% −15.08% +6.94%
2023 +1.16% −1.32% −7.41%
2022 −9.12% +61.13% +31.96%
2021 +21.35% +74.36% −3.63%
2020 +13.46% −36.91% −7.75%
2019 +24.44% +4.26% +49.14%
2018 −7.30% +13.45% −17.91%
2017 +18.30% +9.63% +29.05%
2016 +14.13% +7.92% +15.97%
2015 −1.08% −29.53% +15.34%
2014 +10.90% +0.76% +32.76%
2013 +30.90% +25.19% +65.63%
2012 +9.50% +7.33% +17.48%
2011 +5.72% +7.80% +17.22%
2010 +36.68% −5.25%
2009 +0.06% −10.03%
2008 −39.84% −18.63%
2007 +20.47% +11.41%
2006 +23.43% +43.39%
2005 +32.32% +12.64%
2004 +31.32% +6.52%
2003 +37.19% −11.57%
2002 −19.35% +21.79%
2001 +6.93% +36.85%
2000 +20.42% +52.83%
1999 +10.61% −48.29%
1998 −11.10% −14.00%
1997 +11.44% +7.64%
1996 +29.66% +14.26%
1995 +5.27% +77.11%
1994 +13.91% +7.26%
1993 +16.68% +21.53%
1992 +6.39% +27.72%
1991 −7.05% +35.75%
1990 +1.56% −14.01%
1989 +29.41% −6.24%
1988 +38.74% +19.41%
1987 +19.04% −32.52%
1986 +2.83% +2.92%
1985 −15.85% +9.13%
1984 +24.80% +6.98%
1983 +1.90% +57.89%
1982 −22.43% +50.91%
1981 +0.00% +28.11%
1980 −13.68%
1979 +56.12%
1978 +19.24%
1977 +50.11%

Drawdowns

Thu 2011-10-20? to Mon 2025-05-19 Current
Drawdown
Worst
Drawdown
SCHD
×
−9.96% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
COP
×
−32.32% −71.92%
2020-03-18
ConocoPhillips NYSE Common Stock
LMT
×
−23.35% −36.68%
2020-03-23
Lockheed Martin Corporation NYSE Common Stock