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

Mon 2015-10-12? to Fri 2025-05-23?	YTD Return	TRR Price
SCHD ×	−4.72% 2025-05-23	3.341 TRR 2025-05-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPMO ×	+6.55% 2025-05-23	3.411 TRR 2025-05-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MO ×	+14.00% 2025-05-23	29579.21 TRR 2025-05-23
Altria Group NYSE Common Stock

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Returns

Mon 2015-10-12? to Fri 2025-05-23?	Overall Return	Exponential Trendline
SCHD ×	+106.87% +7.86%/yr	+8.14%/yr (R2=0.817)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPMO ×	+241.13% +13.62%/yr	+11.28%/yr (R2=0.838)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MO ×	+44.01% +3.87%/yr	+0.43%/yr (R2=0.005)
Altria Group NYSE Common Stock

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Growth of $10,000

Mon 2015-10-12? to Fri 2025-05-23?	Start Value	End Value
SCHD ×	$10,000.00 2015-10-12	$20,686.90 2025-05-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPMO ×	$10,000.00 2015-10-12	$34,112.77 2025-05-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MO ×	$10,000.00 2015-10-12	$14,401.06 2025-05-23
Altria Group NYSE Common Stock

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Annual Returns

Year	SCHD	SPMO	MO
2025 (YTD)	−4.72%	+6.55%	+14.00%
2024	+8.54%	+41.75%	+36.84%
2023	+1.15%	+13.75%	−6.83%
2022	−9.12%	−15.90%	−1.96%
2021	+21.34%	+14.58%	+16.00%
2020	+13.45%	+26.54%	−11.42%
2019	+24.43%	+23.12%	+5.46%
2018	−7.30%	−2.78%	−28.50%
2017	+18.37%	+25.10%	+7.19%
2016	+14.04%	+5.33%	+17.99%
2015	−1.00%	+3.25%	+22.21%
2014	+10.81%	—	+33.46%
2013	+30.95%	—	+26.66%
2012	+9.49%	—	+9.83%
2011	+5.71%	—	+23.98%
2010	—	—	+32.00%
2009	—	—	+36.58%
2008	—	—	−29.72%
2007	—	—	+30.26%
2006	—	—	+35.19%
2005	—	—	+43.10%
2004	—	—	+37.32%
2003	—	—	+73.36%
2002	—	—	+8.95%
2001	—	—	+27.20%
2000	—	—	+156.86%
1999	—	—	−47.13%
1998	—	—	+37.65%
1997	—	—	+38.43%
1996	—	—	+46.30%
1995	—	—	+82.98%
1994	—	—	+27.84%
1993	—	—	−13.04%
1992	—	—	+6.37%
1991	—	—	+69.95%
1990	—	—	+36.27%
1989	—	—	+81.39%
1988	—	—	+39.24%
1987	—	—	+30.91%
1986	—	—	+90.62%
1985	—	—	+31.62%
1984	—	—	+31.18%
1983	—	—	+41.30%
1982	—	—	+44.46%
1981	—	—	+31.20%
1980	—	—	+29.01%

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Drawdowns

Mon 2015-10-12? to Fri 2025-05-23?	Current Drawdown	Worst Drawdown
SCHD ×	−12.29%	−33.50% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPMO ×	−2.31%	−30.90% 2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MO ×	−2.03%	−56.09% 2020-03-23
Altria Group NYSE Common Stock