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

Total Real Returns

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

Thu 2011-10-20? to Fri 2025-08-01 YTD
Return
TRR
Price
SCHD
×
−3.97%
2025-08-01
3.416 TRR
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
+9.55%
2025-08-01
116.38 TRR
2025-08-01
The Coca-Cola Company NYSE Common Stock

Returns

Thu 2011-10-20? to Fri 2025-08-01 Overall
Return
Exponential
Trendline
SCHD
×
+241.58%
+9.32%/yr
+9.47%/yr
(R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
+120.00%
+5.89%/yr
+5.34%/yr
(R2=0.933)
The Coca-Cola Company NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-01 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$34,157.71
2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
$10,000.00
2011-10-20
$22,000.00
2025-08-01
The Coca-Cola Company NYSE Common Stock

Annual Returns

Year SCHD KO
2025 (YTD) −3.97% +9.55%
2024 +8.53% +5.82%
2023 +1.16% −7.53%
2022 −9.12% +3.90%
2021 +21.33% +4.04%
2020 +13.45% +1.09%
2019 +24.46% +17.91%
2018 −7.32% +4.77%
2017 +18.36% +12.03%
2016 +14.10% −2.39%
2015 −1.00% +4.39%
2014 +10.85% +4.46%
2013 +30.86% +15.51%
2012 +9.50% +4.70%
2011 +5.72% +6.31%
2010 +17.26%
2009 +26.83%
2008 −24.16%
2007 +25.32%
2006 +20.07%
2005 −3.94%
2004 −18.77%
2003 +15.98%
2002 −7.72%
2001 −22.64%
2000 +2.50%
1999 −14.46%
1998 −0.28%
1997 +25.70%
1996 +38.64%
1995 +42.59%
1994 +14.40%
1993 +5.37%
1992 +2.76%
1991 +70.25%
1990 +15.65%
1989 +69.19%
1988 +15.51%
1987 −0.80%
1986 +36.50%
1985 +36.05%
1984 +17.68%
1983 +4.39%
1982 +54.18%
1981 +2.22%
1980 −8.12%
1979 −26.95%
1978 +12.73%
1977 −7.99%
1976 −5.41%
1975 +49.25%
1974 −61.66%
1973 −20.64%
1972 +19.15%
1971 +41.61%
1970 −1.04%
1969 +8.33%
1968 +3.05%
1967 +43.51%
1966 +0.79%
1965 +19.92%
1964 +20.45%
1963 +33.35%
1962 −16.60%

Drawdowns

Thu 2011-10-20? to Fri 2025-08-01 Current
Drawdown
Worst
Drawdown
SCHD
×
−10.33% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
KO
×
−6.96% −36.93%
2020-03-23
The Coca-Cola Company NYSE Common Stock