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

Total Real Returns

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

Thu 2011-10-20? to Mon 2025-04-28 YTD
Return
TRR
Price
SCHD
×
−6.15%
2025-04-28
3.337 TRR
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MSFT
×
−8.40%
2025-04-28
2231.37 TRR
2025-04-28
Microsoft Corporation NASDAQ Common Stock

Returns

Thu 2011-10-20? to Mon 2025-04-28 Overall
Return
Exponential
Trendline
SCHD
×
+233.72%
+9.32%/yr
+9.62%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MSFT
×
+1,209.10%
+20.95%/yr
+25.25%/yr
(R2=0.972)
Microsoft Corporation NASDAQ Common Stock

Growth of $10,000

Thu 2011-10-20? to Mon 2025-04-28 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$33,372.15
2025-04-28
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MSFT
×
$10,000.00
2011-10-20
$130,910.31
2025-04-28
Microsoft Corporation NASDAQ Common Stock

Annual Returns

Year SCHD MSFT
2025 (YTD) −6.15% −8.40%
2024 +8.53% +9.76%
2023 +1.12% +53.06%
2022 −9.11% −32.40%
2021 +21.31% +42.45%
2020 +13.49% +40.62%
2019 +24.44% +54.04%
2018 −7.32% +18.53%
2017 +18.35% +37.83%
2016 +14.09% +12.74%
2015 −1.00% +21.80%
2014 +10.85% +26.60%
2013 +30.88% +42.15%
2012 +9.50% +4.00%
2011 +5.73% −7.28%
2010 −7.89%
2009 +56.23%
2008 −44.44%
2007 +16.10%
2006 +12.96%
2005 −4.20%
2004 +5.70%
2003 +4.84%
2002 −23.77%
2001 +50.39%
2000 −64.06%
1999 +63.97%
1998 +111.21%
1997 +53.74%
1996 +82.34%
1995 +40.00%
1994 +47.66%
1993 −8.08%
1992 +11.85%
1991 +115.22%
1990 +63.01%
1989 +56.08%
1988 −5.96%
1987 +115.35%
1986 +70.17%

Drawdowns

Thu 2011-10-20? to Mon 2025-04-28 Current
Drawdown
Worst
Drawdown
SCHD
×
−12.40% −33.50%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
MSFT
×
−17.47% −41.48%
2022-11-03
Microsoft Corporation NASDAQ Common Stock