All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-28? 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 | ||||||
SGOV × |
−0.15%
2025-04-28 |
0.9127 TRR
2025-04-28 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Thu 2020-05-28? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+40.54%
+7.17%/yr |
+4.22%/yr
(R2=0.332) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SGOV × |
−8.73%
−1.84%/yr |
−2.05%/yr
(R2=0.460) |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Thu 2020-05-28? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2020-05-28 |
$14,054.50
2025-04-28 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SGOV × |
$10,000.00
2020-05-28 |
$9,126.77
2025-04-28 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Year | SCHD | SGOV |
---|---|---|
2025 (YTD) | −6.15% | −0.15% |
2024 | +8.53% | +2.32% |
2023 | +1.12% | +1.71% |
2022 | −9.11% | −4.59% |
2021 | +21.31% | −6.54% |
2020 | +13.49% | −1.51% |
2019 | +24.44% | — |
2018 | −7.32% | — |
2017 | +18.35% | — |
2016 | +14.09% | — |
2015 | −1.00% | — |
2014 | +10.85% | — |
2013 | +30.88% | — |
2012 | +9.50% | — |
2011 | +5.73% | — |
Thu 2020-05-28? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −12.40% |
−21.65%
2022-09-30 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
SGOV × | −8.73% |
−13.24%
2022-07-01 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||