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

Total Real Returns

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

Thu 2011-10-20? to Mon 2024-09-30 YTD
Return
TRR
Price
SCHD
×
+10.96%
2024-09-30
3.636 TRR
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
+0.33%
2024-09-30
18.35 TRR
2024-09-30
Spok Holdings Inc NASDAQ Common Stock

Returns

Thu 2011-10-20? to Mon 2024-09-30 Overall
Return
Exponential
Trendline
SCHD
×
+263.57%
+10.48%/yr
+9.80%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
+53.13%
+3.35%/yr
−0.40%/yr
(R2=0.004)
Spok Holdings Inc NASDAQ Common Stock

Growth of $10,000

Thu 2011-10-20? to Mon 2024-09-30 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$36,356.99
2024-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
$10,000.00
2011-10-20
$15,312.66
2024-09-30
Spok Holdings Inc NASDAQ Common Stock

Annual Returns

Year SCHD SPOK
2024 (YTD) +10.96% +0.33%
2023 +1.16% +101.23%
2022 −9.13% −3.37%
2021 +21.33% −17.68%
2020 +13.49% −5.51%
2019 +24.44% −6.38%
2018 −7.32% −13.96%
2017 +18.34% −23.95%
2016 +14.07% +15.63%
2015 −1.00% +8.60%
2014 +10.84% +24.52%
2013 +30.92% +24.88%
2012 +9.48% −12.17%
2011 +5.72% −18.93%
2010 +81.18%
2009 +11.65%
2008 −7.56%
2007 −26.28%
2006 −3.82%
2005 −19.75%
2004 +72.66%
2003 +847.84%
2002 −18.49%

Drawdowns

Thu 2011-10-20? to Mon 2024-09-30 Current
Drawdown
Worst
Drawdown
SCHD
×
0.00% −33.52%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
−13.80% −69.81%
2022-07-01
Spok Holdings Inc NASDAQ Common Stock