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

Mon 2015-10-12? to Thu 2025-07-03	YTD Return	TRR Price
SCHD ×	−0.07% 2025-07-03	3.554 TRR 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPMO ×	+16.47% 2025-07-03	3.729 TRR 2025-07-03
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MO ×	+15.76% 2025-07-03	36843.73 TRR 2025-07-03
Altria Group NYSE Common Stock

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Returns

Mon 2015-10-12? to Thu 2025-07-03	Overall Return	Exponential Trendline
SCHD ×	+120.03% +8.45%/yr	+8.04%/yr (R2=0.816)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPMO ×	+272.92% +14.49%/yr	+11.48%/yr (R2=0.842)
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MO ×	+45.88% +3.96%/yr	+0.74%/yr (R2=0.015)
Altria Group NYSE Common Stock

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Growth of $10,000

Mon 2015-10-12? to Thu 2025-07-03	Start Value	End Value
SCHD ×	$10,000.00 2015-10-12	$22,003.22 2025-07-03
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPMO ×	$10,000.00 2015-10-12	$37,292.01 2025-07-03
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MO ×	$10,000.00 2015-10-12	$14,587.92 2025-07-03
Altria Group NYSE Common Stock

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Annual Returns

Year	SCHD	SPMO	MO
2025 (YTD)	−0.07%	+16.47%	+15.76%
2024	+8.52%	+41.73%	+36.79%
2023	+1.16%	+13.75%	−6.80%
2022	−9.11%	−15.89%	−1.96%
2021	+21.32%	+14.57%	+16.01%
2020	+13.50%	+26.54%	−11.42%
2019	+24.42%	+23.13%	+5.47%
2018	−7.35%	−2.78%	−28.51%
2017	+18.36%	+25.11%	+7.17%
2016	+14.15%	+5.33%	+17.99%
2015	−1.08%	+3.25%	+22.22%
2014	+10.89%	—	+33.50%
2013	+30.89%	—	+26.61%
2012	+9.49%	—	+9.87%
2011	+5.73%	—	+23.93%
2010	—	—	+31.92%
2009	—	—	+36.68%
2008	—	—	−29.75%
2007	—	—	+30.34%
2006	—	—	+35.20%
2005	—	—	+43.08%
2004	—	—	+37.28%
2003	—	—	+73.37%
2002	—	—	+8.97%
2001	—	—	+27.27%
2000	—	—	+156.88%
1999	—	—	−47.14%
1998	—	—	+37.63%
1997	—	—	+38.36%
1996	—	—	+46.42%
1995	—	—	+82.56%
1994	—	—	+28.15%
1993	—	—	−13.08%
1992	—	—	+6.35%
1991	—	—	+69.74%
1990	—	—	+36.39%
1989	—	—	+81.83%
1988	—	—	+37.83%
1987	—	—	+31.35%
1986	—	—	+92.88%
1985	—	—	+28.46%
1984	—	—	+37.44%
1983	—	—	+34.88%
1982	—	—	+44.47%
1981	—	—	+31.15%
1980	—	—	+61.40%

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Drawdowns

Mon 2015-10-12? to Thu 2025-07-03	Current Drawdown	Worst Drawdown
SCHD ×	−6.72%	−33.50% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPMO ×	0.00%	−30.90% 2020-03-23
Invesco S&P 500 Momentum ETF Exchange-Traded Fund
MO ×	−1.81%	−56.10% 2020-03-23
Altria Group NYSE Common Stock