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

Thu 2011-10-20💬 to Fri 2026-05-29	YTD Return	1 Year Return
SCHD ×	+15.92% 2026-05-29	+24.03% 2026-05-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
EGRIX ×	+3.16% 2026-05-29	+14.53% 2026-05-29
Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund

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Returns

Thu 2011-10-20💬 to Fri 2026-05-29	Overall Return	Exponential Trendline
SCHD ×	+318.94% +10.30%/yr	+9.22%/yr (R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
EGRIX ×	+64.90% +3.48%/yr	+2.16%/yr (R2=0.728)
Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund

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Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-05-29	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$41,894.22 2026-05-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
EGRIX ×	$10,000.00 2011-10-20	$16,489.80 2026-05-29
Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund

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Annual Returns

Year	SCHD	EGRIX
2026 (YTD)	+15.92%	+3.16%
2025	+1.62%	+17.22%
2024	+8.53%	+6.44%
2023	+1.16%	+4.86%
2022	−9.13%	−7.90%
2021	+21.34%	−3.15%
2020	+13.48%	+3.30%
2019	+24.45%	+15.77%
2018	−7.33%	−10.06%
2017	+18.35%	+3.59%
2016	+14.09%	+3.71%
2015	−1.02%	+3.45%
2014	+10.85%	+5.51%
2013	+30.91%	−2.28%
2012	+9.50%	+11.09%
2011	+5.72%	−4.29%
2010	—	+0.86%

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Drawdowns

Thu 2011-10-20💬 to Fri 2026-05-29	Current Drawdown	Worst Drawdown
SCHD ×	−1.08% from 2026-05-22 peak	−33.51% 2020-03-23 from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
EGRIX ×	−2.74% from 2026-02-17 peak	−18.63% 2022-07-15 from 2021-02-16 peak
Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund

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Rolling Returns

Period ending Fri 2026-05-29	1 Year	2 Years	3 Years	5 Years	10 Years
SCHD ×	+24.03%	+29.38% +13.75%/yr	+40.89% +12.07%/yr	+21.91% +4.04%/yr	+140.77% +9.18%/yr
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
EGRIX ×	+14.53%	+24.21% +11.46%/yr	+32.68% +9.85%/yr	+22.08% +4.07%/yr	+39.08% +3.35%/yr
Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund