SCHD,VYM,CVX,MRK,BX,LMT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Fri 2025-10-17	YTD Return	TRR Price
SCHD ×	−2.08% 2025-10-17	3.482 TRR 2025-10-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+8.65% 2025-10-17	3.081 TRR 2025-10-17
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
CVX ×	+6.15% 2025-10-17	36.25 TRR 2025-10-17
Chevron Corp NYSE Common Stock
MRK ×	−14.90% 2025-10-17	102.39 TRR 2025-10-17
Merck & Company Inc NYSE Common Stock
BX ×	−10.09% 2025-10-17	7.734 TRR 2025-10-17
Blackstone Group Inc NYSE Common Stock
LMT ×	+1.05% 2025-10-17	39.84 TRR 2025-10-17
Lockheed Martin Corporation NYSE Common Stock

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Returns

Thu 2011-10-20? to Fri 2025-10-17	Overall Return	Exponential Trendline
SCHD ×	+248.19% +9.33%/yr	+9.37%/yr (R2=0.947)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+250.54% +9.38%/yr	+7.74%/yr (R2=0.933)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
CVX ×	+82.35% +4.39%/yr	+4.34%/yr (R2=0.567)
Chevron Corp NYSE Common Stock
MRK ×	+196.99% +8.09%/yr	+8.41%/yr (R2=0.873)
Merck & Company Inc NYSE Common Stock
BX ×	+1,577.69% +22.33%/yr	+22.08%/yr (R2=0.932)
Blackstone Group Inc NYSE Common Stock
LMT ×	+596.51% +14.88%/yr	+13.60%/yr (R2=0.840)
Lockheed Martin Corporation NYSE Common Stock

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Growth of $10,000

Thu 2011-10-20? to Fri 2025-10-17	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,819.34 2025-10-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	$10,000.00 2011-10-20	$35,053.79 2025-10-17
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
CVX ×	$10,000.00 2011-10-20	$18,234.66 2025-10-17
Chevron Corp NYSE Common Stock
MRK ×	$10,000.00 2011-10-20	$29,698.77 2025-10-17
Merck & Company Inc NYSE Common Stock
BX ×	$10,000.00 2011-10-20	$167,768.60 2025-10-17
Blackstone Group Inc NYSE Common Stock
LMT ×	$10,000.00 2011-10-20	$69,651.15 2025-10-17
Lockheed Martin Corporation NYSE Common Stock

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Annual Returns

Year	SCHD	VYM	CVX	MRK	BX	LMT
2025 (YTD)	−2.08%	+8.65%	+6.15%	−14.90%	−10.09%	+1.05%
2024	+8.53%	+14.31%	−1.55%	−8.88%	+31.29%	+6.94%
2023	+1.16%	+3.14%	−16.44%	−2.27%	+76.82%	−7.41%
2022	−9.15%	−6.50%	+48.84%	+40.36%	−43.65%	+31.96%
2021	+21.32%	+17.90%	+36.62%	−4.94%	+93.48%	−3.63%
2020	+13.50%	−0.21%	−26.94%	−8.45%	+18.17%	−7.75%
2019	+24.42%	+21.30%	+12.69%	+19.54%	+91.97%	+49.14%
2018	−7.30%	−7.69%	−11.44%	+37.34%	−1.78%	−17.91%
2017	+18.29%	+14.02%	+8.30%	−3.53%	+24.72%	+29.05%
2016	+14.15%	+14.66%	+33.89%	+12.73%	−1.08%	+15.97%
2015	−1.08%	−0.45%	−16.78%	−4.59%	−5.70%	+15.34%
2014	+10.89%	+12.68%	−7.68%	+16.06%	+13.05%	+32.76%
2013	+30.91%	+28.17%	+17.53%	+24.95%	+110.41%	+65.62%
2012	+9.49%	+10.76%	+3.27%	+11.22%	+13.48%	+17.48%
2011	+5.73%	+7.37%	+16.82%	+6.38%	+0.61%	+17.22%
2010	—	+12.55%	+21.12%	+1.39%	+11.10%	−5.25%
2009	—	+14.05%	+5.21%	+23.34%	+110.05%	−10.03%
2008	—	−31.98%	−18.41%	−45.38%	−67.41%	−18.63%
2007	—	−2.61%	+25.42%	+31.95%	−36.52%	+11.41%
2006	—	+2.75%	+30.40%	+39.19%	—	+43.38%
2005	—	—	+7.87%	+0.60%	—	+12.65%
2004	—	—	+21.57%	−30.06%	—	+6.53%
2003	—	—	+32.86%	−12.84%	—	−11.57%
2002	—	—	−24.87%	−3.51%	—	+21.79%
2001	—	—	+7.62%	−36.93%	—	+36.86%
2000	—	—	−2.77%	+37.12%	—	+52.84%
1999	—	—	+4.56%	−9.91%	—	−48.30%
1998	—	—	+9.24%	+39.07%	—	−13.98%
1997	—	—	+20.11%	+33.38%	—	+7.66%
1996	—	—	+24.38%	+19.96%	—	+14.24%
1995	—	—	+19.18%	+72.21%	—	+77.11%
1994	—	—	+4.02%	+11.87%	—	+7.22%
1993	—	—	+27.11%	−20.50%	—	+21.57%
1992	—	—	+2.75%	−22.59%	—	+27.69%
1991	—	—	−3.65%	+83.23%	—	+35.82%
1990	—	—	+5.32%	+12.13%	—	−14.03%
1989	—	—	+48.91%	+31.38%	—	−6.18%
1988	—	—	+16.85%	+7.21%	—	+19.35%
1987	—	—	−12.54%	+24.47%	—	−32.51%
1986	—	—	+25.25%	+82.64%	—	+2.93%
1985	—	—	+25.56%	+44.60%	—	+9.15%
1984	—	—	−2.07%	+3.60%	—	+6.99%
1983	—	—	+4.24%	+6.16%	—	+57.82%
1982	—	—	−28.11%	−0.20%	—	+50.91%
1981	—	—	−20.88%	−5.34%	—	+28.12%
1980	—	—	+56.86%	+7.72%	—	−13.69%
1979	—	—	+6.14%	−2.87%	—	+56.08%
1978	—	—	+10.61%	+15.26%	—	+19.28%
1977	—	—	−11.12%	−21.50%	—	+52.00%
1976	—	—	+41.32%	−4.23%	—	+15.67%
1975	—	—	+32.53%	−0.61%	—	+96.76%
1974	—	—	−39.13%	−25.73%	—	−0.73%
1973	—	—	−16.31%	−15.49%	—	−67.24%
1972	—	—	+40.58%	+40.60%	—	−9.50%
1971	—	—	+7.16%	+23.84%	—	+3.49%
1970	—	—	+7.58%	−15.46%	—	−49.90%
1969	—	—	−33.24%	+18.24%	—	−65.90%
1968	—	—	+9.74%	+1.83%	—	−15.77%
1967	—	—	+1.32%	+6.75%	—	−20.89%
1966	—	—	−27.25%	+5.20%	—	+9.45%
1965	—	—	+6.80%	+39.32%	—	+50.08%
1964	—	—	+22.14%	+34.65%	—	+6.30%
1963	—	—	−7.09%	+38.75%	—	−13.47%
1962	—	—	+17.88%	−14.36%	—	+16.49%

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Drawdowns

Thu 2011-10-20? to Fri 2025-10-17	Current Drawdown	Worst Drawdown
SCHD ×	−8.60%	−33.50% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−1.13%	−35.39% 2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
CVX ×	−15.98%	−57.55% 2020-03-23
Chevron Corp NYSE Common Stock
MRK ×	−35.68%	−44.66% 2025-05-14
Merck & Company Inc NYSE Common Stock
BX ×	−22.14%	−52.53% 2022-12-28
Blackstone Group Inc NYSE Common Stock
LMT ×	−19.62%	−36.68% 2020-03-23
Lockheed Martin Corporation NYSE Common Stock