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