All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Tue 2024-11-05 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
+11.56%
2024-11-05 |
3.655 TRR
2024-11-05 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
+24.13%
2024-11-05 |
6.536 TRR
2024-11-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2024-11-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+265.53%
+10.45%/yr |
+9.78%/yr
(R2=0.948) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
+488.73%
+14.56%/yr |
+13.21%/yr
(R2=0.946) |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Tue 2024-11-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2011-10-20 |
$36,553.32
2024-11-05 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × |
$10,000.00
2011-10-20 |
$58,873.30
2024-11-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||
Year | SCHD | SCHG |
---|---|---|
2024 (YTD) | +11.56% | +24.13% |
2023 | +1.15% | +45.19% |
2022 | −9.14% | −35.91% |
2021 | +21.35% | +19.65% |
2020 | +13.48% | +37.33% |
2019 | +24.46% | +32.92% |
2018 | −7.34% | −3.23% |
2017 | +18.33% | +25.45% |
2016 | +14.10% | +4.66% |
2015 | −1.00% | +2.48% |
2014 | +10.79% | +14.94% |
2013 | +30.95% | +32.06% |
2012 | +9.49% | +14.88% |
2011 | +5.73% | −3.59% |
2010 | — | +15.12% |
2009 | — | +2.82% |
Thu 2011-10-20? to Tue 2024-11-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −1.63% |
−33.53%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SCHG × | −1.45% |
−38.93%
2023-01-05 |
||||
Schwab U.S. Large-Cap Growth ETF Exchange-Traded Fund | ||||||