All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Mon 2025-02-10 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+0.99%
2025-02-10 |
3.592 TRR
2025-02-10 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
O × |
+1.70%
2025-02-10 |
20.95 TRR
2025-02-10 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHG × |
+2.58%
2025-02-10 |
7.085 TRR
2025-02-10 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-02-10 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+259.15%
+10.08%/yr |
+9.71%/yr
(R2=0.950) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
O × |
+127.78%
+6.38%/yr |
+6.09%/yr
(R2=0.665) |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHG × |
+538.18%
+14.94%/yr |
+13.31%/yr
(R2=0.949) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Mon 2025-02-10 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$35,915.40
2025-02-10 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
O × |
$10,000.00
2011-10-20 |
$22,777.54
2025-02-10 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHG × |
$10,000.00
2011-10-20 |
$63,818.42
2025-02-10 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Year | SCHD | O | SCHG |
---|---|---|---|
2025 (YTD) | +0.99% | +1.70% | +2.58% |
2024 | +8.55% | −4.84% | +31.21% |
2023 | +1.16% | −7.64% | +45.16% |
2022 | −9.14% | −13.00% | −35.92% |
2021 | +21.33% | +15.80% | +19.70% |
2020 | +13.48% | −12.78% | +37.30% |
2019 | +24.45% | +18.57% | +32.89% |
2018 | −7.34% | +13.79% | −3.14% |
2017 | +18.33% | +1.54% | +25.36% |
2016 | +14.13% | +13.44% | +4.65% |
2015 | −1.08% | +12.55% | +2.50% |
2014 | +10.87% | +33.33% | +14.93% |
2013 | +30.93% | −3.76% | +32.05% |
2012 | +9.49% | +18.28% | +14.89% |
2011 | +5.72% | +4.44% | −3.59% |
2010 | — | +37.29% | +15.11% |
2009 | — | +17.59% | +2.82% |
2008 | — | −8.30% | — |
2007 | — | −0.77% | — |
2006 | — | +32.73% | — |
2005 | — | −12.41% | — |
2004 | — | +29.55% | — |
2003 | — | +19.42% | — |
2002 | — | +24.52% | — |
2001 | — | +26.19% | — |
2000 | — | +28.37% | — |
1999 | — | −11.50% | — |
1998 | — | +3.92% | — |
1997 | — | +12.86% | — |
1996 | — | +11.00% | — |
1995 | — | +42.67% | — |
1994 | — | +9.82% | — |
Thu 2011-10-20? to Mon 2025-02-10 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −5.72% |
−33.50%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
O × | −29.64% |
−48.26%
2020-03-18 |
||||
Realty Income Corporation NYSE Common Stock | ||||||
SCHG × | −1.78% |
−38.91%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||