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

Total Real Returns

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

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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