All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2020-05-28? to Wed 2025-07-16 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHD × |
−1.82%
2025-07-16 |
3.491 TRR
2025-07-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
+4.10%
2025-07-16 |
2.952 TRR
2025-07-16 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
AMLP × |
+2.64%
2025-07-16 |
1.384 TRR
2025-07-16 |
||||
Alerian MLP ETF Exchange-Traded Fund | ||||||
SGOV × |
−0.01%
2025-07-16 |
0.9139 TRR
2025-07-16 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Thu 2020-05-28? to Wed 2025-07-16 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHD × |
+47.00%
+7.79%/yr |
+4.04%/yr
(R2=0.339) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
+56.52%
+9.12%/yr |
+5.81%/yr
(R2=0.592) |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
AMLP × |
+119.39%
+16.54%/yr |
+18.93%/yr
(R2=0.898) |
||||
Alerian MLP ETF Exchange-Traded Fund | ||||||
SGOV × |
−8.61%
−1.74%/yr |
−1.80%/yr
(R2=0.403) |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Thu 2020-05-28? to Wed 2025-07-16 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHD × |
$10,000.00
2020-05-28 |
$14,699.78
2025-07-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × |
$10,000.00
2020-05-28 |
$15,652.43
2025-07-16 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
AMLP × |
$10,000.00
2020-05-28 |
$21,938.68
2025-07-16 |
||||
Alerian MLP ETF Exchange-Traded Fund | ||||||
SGOV × |
$10,000.00
2020-05-28 |
$9,139.25
2025-07-16 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||
Year | SCHD | VYM | AMLP | SGOV |
---|---|---|---|---|
2025 (YTD) | −1.82% | +4.10% | +2.64% | −0.01% |
2024 | +8.50% | +14.30% | +19.33% | +2.33% |
2023 | +1.16% | +3.13% | +17.44% | +1.71% |
2022 | −9.13% | −6.49% | +17.87% | −4.59% |
2021 | +21.31% | +17.91% | +29.92% | −6.53% |
2020 | +13.52% | −0.21% | −33.18% | −1.52% |
2019 | +24.42% | +21.29% | +3.64% | — |
2018 | −7.33% | −7.69% | −14.29% | — |
2017 | +18.39% | +14.01% | −9.81% | — |
2016 | +14.03% | +14.66% | +12.61% | — |
2015 | −1.00% | −0.44% | −26.20% | — |
2014 | +10.86% | +12.68% | +4.04% | — |
2013 | +30.91% | +28.15% | +16.76% | — |
2012 | +9.49% | +10.77% | +0.17% | — |
2011 | +5.73% | +7.38% | +6.94% | — |
2010 | — | +12.53% | +8.50% | — |
2009 | — | +14.07% | — | — |
2008 | — | −31.97% | — | — |
2007 | — | −2.63% | — | — |
2006 | — | +2.75% | — | — |
Thu 2020-05-28? to Wed 2025-07-16 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHD × | −8.37% |
−21.65%
2022-09-30 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
VYM × | −1.35% |
−20.56%
2022-09-30 |
||||
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund | ||||||
AMLP × | −6.53% |
−37.50%
2020-09-24 |
||||
Alerian MLP ETF Exchange-Traded Fund | ||||||
SGOV × | −8.61% |
−13.24%
2022-07-01 |
||||
iShares 0-3 Month Treasury Bond ETF Exchange-Traded Fund | ||||||