All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2012-09-17π¬ to Fri 2026-06-12 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+16.45%
2026-06-12 |
+20.95%
2026-06-12 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| GIS × |
β26.10%
2026-06-12 |
β36.09%
2026-06-12 |
||||
| General Mills Inc NYSE Common Stock | ||||||
| KHC × |
+0.55%
2026-06-12 |
β5.64%
2026-06-12 |
||||
| Kraft Heinz Co NASDAQ Common Stock | ||||||
| PG × |
+2.29%
2026-06-12 |
β9.52%
2026-06-12 |
||||
| Procter & Gamble Company NYSE Common Stock | ||||||
| UL × |
β11.49%
2026-06-12 |
β18.47%
2026-06-12 |
||||
| Unilever PLC ADR NYSE Common Stock | ||||||
| Mon 2012-09-17π¬ to Fri 2026-06-12 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| SCHD × |
+261.23%
+9.80%/yr |
+8.83%/yr
(R2=0.944) |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| GIS × |
β1.05%
β0.08%/yr |
+2.20%/yr
(R2=0.199) |
||||
| General Mills Inc NYSE Common Stock | ||||||
| KHC × |
β32.91%
β2.86%/yr |
β5.88%/yr
(R2=0.444) |
||||
| Kraft Heinz Co NASDAQ Common Stock | ||||||
| PG × |
+120.04%
+5.91%/yr |
+7.23%/yr
(R2=0.867) |
||||
| Procter & Gamble Company NYSE Common Stock | ||||||
| UL × |
+51.79%
+3.09%/yr |
+2.97%/yr
(R2=0.454) |
||||
| Unilever PLC ADR NYSE Common Stock | ||||||
| Mon 2012-09-17π¬ to Fri 2026-06-12 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| SCHD × |
$10,000.00
2012-09-17 |
$36,123.41
2026-06-12 |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| GIS × |
$10,000.00
2012-09-17 |
$9,894.63
2026-06-12 |
||||
| General Mills Inc NYSE Common Stock | ||||||
| KHC × |
$10,000.00
2012-09-17 |
$6,709.47
2026-06-12 |
||||
| Kraft Heinz Co NASDAQ Common Stock | ||||||
| PG × |
$10,000.00
2012-09-17 |
$22,003.99
2026-06-12 |
||||
| Procter & Gamble Company NYSE Common Stock | ||||||
| UL × |
$10,000.00
2012-09-17 |
$15,179.13
2026-06-12 |
||||
| Unilever PLC ADR NYSE Common Stock | ||||||
| Mon 2012-09-17π¬ to Fri 2026-06-12 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| SCHD × |
β0.41%
from 2026-05-22 peak |
β33.51%
2020-03-23 from 2020-01-23 peak |
||||
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| GIS × |
β60.80%
from 2023-05-12 peak |
β63.42%
2026-06-03 from 2023-05-12 peak |
||||
| General Mills Inc NYSE Common Stock | ||||||
| KHC × |
β71.44%
from 2017-02-17 peak |
β77.48%
2020-03-12 from 2017-02-17 peak |
||||
| Kraft Heinz Co NASDAQ Common Stock | ||||||
| PG × |
β18.46%
from 2024-12-02 peak |
β28.06%
2022-10-10 from 2021-12-29 peak |
||||
| Procter & Gamble Company NYSE Common Stock | ||||||
| UL × |
β22.88%
from 2019-09-04 peak |
β36.38%
2022-10-14 from 2019-09-04 peak |
||||
| Unilever PLC ADR NYSE Common Stock | ||||||
| Period ending Fri 2026-06-12 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| SCHD × | +20.95% |
+28.29% +13.26%/yr |
+38.44% +11.45%/yr |
+22.34% +4.11%/yr |
+139.55% +9.13%/yr |
|
| Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund | ||||||
| GIS × | β36.09% |
β45.65% β26.28%/yr |
β56.34% β24.14%/yr |
β46.44% β11.74%/yr |
β45.37% β5.87%/yr |
|
| General Mills Inc NYSE Common Stock | ||||||
| KHC × | β5.64% |
β22.06% β11.72%/yr |
β28.77% β10.69%/yr |
β42.08% β10.35%/yr |
β67.58% β10.65%/yr |
|
| Kraft Heinz Co NASDAQ Common Stock | ||||||
| PG × | β9.52% |
β10.63% β5.46%/yr |
+0.94% +0.31%/yr |
+1.44% +0.29%/yr |
+69.32% +5.41%/yr |
|
| Procter & Gamble Company NYSE Common Stock | ||||||
| UL × | β18.47% |
β6.83% β3.48%/yr |
+4.97% +1.63%/yr |
β17.48% β3.77%/yr |
+14.23% +1.34%/yr |
|
| Unilever PLC ADR NYSE Common Stock | ||||||