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 Tue 2026-07-21 Overall
Return 		Exponential
Trendline
SCHD × 		+325.65%
+10.32%/yr 		+9.21%/yr
R2=0.950
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
EGRIX × 		+67.64%
+3.56%/yr 		+2.22%/yr
R2=0.731
Eaton Vance Global Macro Absolute Return Advantage Fund Class I Mutual Fund

Growth of $10,000 Summary

Thu 2011-10-20💬 to Tue 2026-07-21 Start
Value 		End
Value
SCHD × 		$10,000.00
2011-10-20 		$42,565.44
2026-07-21
EGRIX × 		$10,000.00
2011-10-20 		$16,764.06
2026-07-21

This Year’s Performance

through 2026-07-21

  YTD YoY
SCHD × 		+17.78% +21.83%
EGRIX × 		+4.87% +14.90%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
SCHD × 		−0.71%
on 2026-07-21
from 2026-07-16 peak 		−33.51%
on 2020-03-23
from 2020-01-23 peak
EGRIX × 		−1.12%
on 2026-07-21
from 2026-02-17 peak 		−18.63%
on 2022-07-15
from 2021-02-16 peak

Rolling Returns

Period ending Tue 2026-07-21 1 yr 2 yr 3 yr 5 yr 10 yr
SCHD × 		+21.83% +22.69%
+10.77%/yr 		+33.91%
+10.22%/yr 		+26.47%
+4.81%/yr 		+131.86%
+8.77%/yr
EGRIX × 		+14.90% +25.48%
+12.02%/yr 		+32.50%
+9.83%/yr 		+25.65%
+4.67%/yr 		+39.10%
+3.35%/yr

Annual Returns

Year SCHD EGRIX
2026 (YTD) +17.78% +4.87%
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%