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