All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Thu 2011-10-20💬 to Fri 2026-06-26 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+14.66%
2026-06-26 |
+20.94%
2026-06-26 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| EGRIX × |
+3.76%
2026-06-26 |
+14.22%
2026-06-26 |
||||
| Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-06-26 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+314.38%
+10.17%/yr |
+9.21%/yr
(R2=0.950) |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| EGRIX × |
+65.86%
+3.51%/yr |
+2.19%/yr
(R2=0.730) |
||||
| Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund | ||||||
| Thu 2011-10-20💬 to Fri 2026-06-26 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2011-10-20 |
$41,438.48
2026-06-26 |
||||
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| EGRIX × |
$10,000.00
2011-10-20 |
$16,586.00
2026-06-26 |
||||
| Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund | ||||||
| Year | SCHD | EGRIX |
|---|---|---|
| 2026 (YTD) | +14.66% | +3.76% |
| 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 | +18.34% | +3.59% |
| 2016 | +14.09% | +3.71% |
| 2015 | −1.02% | +3.45% |
| 2014 | +10.85% | +5.51% |
| 2013 | +30.91% | −2.28% |
| 2012 | +9.49% | +11.09% |
| 2011 | +5.73% | −4.29% |
| 2010 | — | +0.86% |
| Thu 2011-10-20💬 to Fri 2026-06-26 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
−1.94%
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 × |
−2.17%
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 | ||||||
| Period ending Fri 2026-06-26 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +20.94% |
+25.03% +11.81%/yr |
+37.28% +11.14%/yr |
+22.99% +4.23%/yr |
+139.75% +9.14%/yr |
|
| Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
| EGRIX × | +14.22% |
+25.57% +12.06%/yr |
+31.12% +9.45%/yr |
+23.26% +4.27%/yr |
+39.62% +3.39%/yr |
|
| Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund | ||||||
