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

Total Real Returns

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

Growth of $10,000

Thu 2011-10-20💬 to Mon 2026-08-24 Overall
Return 		Exponential
Trendline
SCHD × 		+356.66%
+10.77%/yr 		+9.22%/yr
R2=0.951
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
EGRIX × 		+70.43%
+3.66%/yr 		+2.26%/yr
R2=0.733
Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Mon 2026-08-24 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$45,666.24
2026-08-24
EGRIX × 		$10,000.00
2011-10-20 		$17,042.55
2026-08-24

This Year’s Performance

through 2026-08-24

  YTD YoY
SCHD × 		+26.36% +26.34%
EGRIX × 		+6.62% +15.18%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		—
on 2026-08-24 		−33.51%
on 2020-03-23
from 2020-01-23 peak
EGRIX × 		—
on 2026-08-24 		−18.63%
on 2022-07-15
from 2021-02-16 peak

Rolling Returns

Period ending Mon 2026-08-24 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+26.34% +27.96%
+13.12%/yr 		+48.11%
+13.99%/yr 		+33.41%
+5.93%/yr 		+149.15%
+9.56%/yr
EGRIX × 		+15.18% +28.17%
+13.21%/yr 		+34.84%
+10.48%/yr 		+26.70%
+4.85%/yr 		+39.90%
+3.41%/yr

Annual Returns

Year SCHD EGRIX
2026 (YTD) +26.36% +6.62%
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%