SCHD,VYM,XOM,CVX,MRK,COP,MDT: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Tue 2025-07-15	YTD Return	TRR Price
SCHD ×	−2.04% 2025-07-15	3.483 TRR 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+3.61% 2025-07-15	2.939 TRR 2025-07-15
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
XOM ×	+4.46% 2025-07-15	14.98 TRR 2025-07-15
Exxon Mobil Corp NYSE Common Stock
CVX ×	+4.07% 2025-07-15	35.54 TRR 2025-07-15
Chevron Corp NYSE Common Stock
MRK ×	−18.41% 2025-07-15	98.1 TRR 2025-07-15
Merck & Company Inc NYSE Common Stock
COP ×	−7.26% 2025-07-15	21.87 TRR 2025-07-15
ConocoPhillips NYSE Common Stock
MDT ×	+10.94% 2025-07-15	66.53 TRR 2025-07-15
Medtronic PLC NYSE Common Stock

---

Returns

Thu 2011-10-20? to Tue 2025-07-15	Overall Return	Exponential Trendline
SCHD ×	+248.33% +9.51%/yr	+9.50%/yr (R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+234.26% +9.18%/yr	+7.73%/yr (R2=0.929)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
XOM ×	+72.72% +4.06%/yr	+2.02%/yr (R2=0.101)
Exxon Mobil Corp NYSE Common Stock
CVX ×	+78.78% +4.32%/yr	+4.30%/yr (R2=0.549)
Chevron Corp NYSE Common Stock
MRK ×	+184.74% +7.92%/yr	+8.73%/yr (R2=0.892)
Merck & Company Inc NYSE Common Stock
COP ×	+91.50% +4.84%/yr	+5.41%/yr (R2=0.380)
ConocoPhillips NYSE Common Stock
MDT ×	+162.10% +7.27%/yr	+5.45%/yr (R2=0.455)
Medtronic PLC NYSE Common Stock

---

Growth of $10,000

Thu 2011-10-20? to Tue 2025-07-15	Start Value	End Value
SCHD ×	$10,000.00 2011-10-20	$34,832.77 2025-07-15
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	$10,000.00 2011-10-20	$33,426.00 2025-07-15
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
XOM ×	$10,000.00 2011-10-20	$17,272.45 2025-07-15
Exxon Mobil Corp NYSE Common Stock
CVX ×	$10,000.00 2011-10-20	$17,877.57 2025-07-15
Chevron Corp NYSE Common Stock
MRK ×	$10,000.00 2011-10-20	$28,473.63 2025-07-15
Merck & Company Inc NYSE Common Stock
COP ×	$10,000.00 2011-10-20	$19,149.60 2025-07-15
ConocoPhillips NYSE Common Stock
MDT ×	$10,000.00 2011-10-20	$26,210.34 2025-07-15
Medtronic PLC NYSE Common Stock

---

Annual Returns

Year	SCHD	VYM	XOM	CVX	MRK	COP	MDT
2025 (YTD)	−2.04%	+3.61%	+4.46%	+4.07%	−18.41%	−7.26%	+10.94%
2024	+8.50%	+14.29%	+8.14%	−1.55%	−8.88%	−15.08%	−2.53%
2023	+1.16%	+3.14%	−9.29%	−16.43%	−2.26%	−1.32%	+6.03%
2022	−9.13%	−6.49%	+76.08%	+48.84%	+40.34%	+61.15%	−27.25%
2021	+21.36%	+17.91%	+47.21%	+36.63%	−4.94%	+74.33%	−15.72%
2020	+13.47%	−0.22%	−37.07%	−26.95%	−8.45%	−36.90%	+4.28%
2019	+24.42%	+21.29%	+4.83%	+12.70%	+19.53%	+4.25%	+24.49%
2018	−7.33%	−7.68%	−16.68%	−11.43%	+37.34%	+13.47%	+13.03%
2017	+18.39%	+14.01%	−5.80%	+8.30%	−3.52%	+9.63%	+13.50%
2016	+14.03%	+14.66%	+17.45%	+33.89%	+12.71%	+7.89%	−7.35%
2015	−1.00%	−0.45%	−13.43%	−16.78%	−4.58%	−29.52%	+7.84%
2014	+10.86%	+12.70%	−6.76%	−7.69%	+16.06%	+0.74%	+27.18%
2013	+30.91%	+28.16%	+18.34%	+17.55%	+24.93%	+25.20%	+40.77%
2012	+9.50%	+10.77%	+2.91%	+3.27%	+11.21%	+7.33%	+8.75%
2011	+5.72%	+7.36%	+15.25%	+16.81%	+6.40%	+7.80%	+2.78%
2010	—	+12.53%	+8.49%	+21.13%	+1.42%	+36.69%	−15.06%
2009	—	+14.11%	−14.92%	+5.21%	+23.32%	+0.06%	+38.78%
2008	—	−31.99%	−13.19%	−18.40%	−45.38%	−39.84%	−36.38%
2007	—	−2.61%	+19.40%	+25.40%	+31.95%	+20.47%	−8.94%
2006	—	+2.75%	+35.67%	+30.44%	+39.20%	+23.43%	−8.58%
2005	—	—	+8.07%	+7.84%	+0.60%	+32.28%	+12.84%
2004	—	—	+24.03%	+21.57%	−30.06%	+31.33%	−0.55%
2003	—	—	+18.40%	+32.89%	−12.83%	+37.25%	+5.26%
2002	—	—	−10.97%	−24.88%	−3.50%	−19.35%	−12.45%
2001	—	—	−9.94%	+7.62%	−36.95%	+6.90%	−16.09%
2000	—	—	+4.36%	−2.76%	+37.12%	+20.44%	+60.90%
1999	—	—	+7.29%	+4.54%	−9.90%	+10.55%	−4.08%
1998	—	—	+17.64%	+9.28%	+39.06%	−11.04%	+39.85%
1997	—	—	+23.26%	+20.12%	+33.39%	+11.37%	+52.62%
1996	—	—	+20.04%	+24.39%	+19.94%	+29.68%	+18.47%
1995	—	—	+31.23%	+19.09%	+72.21%	+5.34%	+96.79%
1994	—	—	−6.23%	+4.00%	+11.83%	+13.86%	+33.36%
1993	—	—	+0.45%	+27.17%	−20.50%	+16.66%	−15.37%
1992	—	—	−2.39%	+2.74%	−22.54%	+6.39%	−0.93%
1991	—	—	+14.16%	−3.63%	+83.19%	−7.05%	+113.22%
1990	—	—	−2.45%	+5.39%	+12.18%	+1.57%	+25.18%
1989	—	—	+8.52%	+48.83%	+31.32%	+29.40%	+63.82%
1988	—	—	+10.61%	+16.85%	+7.21%	+38.71%	−19.54%
1987	—	—	+4.12%	−12.54%	+24.47%	+19.04%	+17.57%
1986	—	—	+25.79%	+25.27%	+82.63%	+2.85%	+77.03%
1985	—	—	+18.02%	+25.57%	+44.62%	−15.84%	+59.20%
1984	—	—	+1.98%	−2.08%	+3.59%	+24.78%	−35.93%
1983	—	—	—	+4.25%	+6.15%	+1.89%	−24.40%
1982	—	—	—	−28.12%	−0.20%	−22.41%	+36.63%
1981	—	—	—	−20.88%	−5.37%	+0.00%	−14.29%
1980	—	—	—	+56.88%	+7.81%	—	+5.90%
1979	—	—	—	+6.11%	−2.86%	—	+91.15%
1978	—	—	—	+10.63%	+15.15%	—	+53.87%
1977	—	—	—	−11.13%	−21.48%	—	−20.87%
1976	—	—	—	+41.31%	−4.18%	—	−17.48%
1975	—	—	—	+32.54%	−0.65%	—	+0.21%
1974	—	—	—	−39.13%	−25.72%	—	−55.92%
1973	—	—	—	−16.31%	−15.47%	—	+2.83%
1972	—	—	—	+40.60%	+40.66%	—	—
1971	—	—	—	+7.13%	+23.77%	—	—
1970	—	—	—	+7.61%	−15.50%	—	—
1969	—	—	—	−33.26%	+18.22%	—	—
1968	—	—	—	+9.76%	+1.88%	—	—
1967	—	—	—	+1.29%	+6.72%	—	—
1966	—	—	—	−27.24%	+5.24%	—	—
1965	—	—	—	+6.79%	+39.28%	—	—
1964	—	—	—	+22.13%	+34.72%	—	—
1963	—	—	—	−7.08%	+38.83%	—	—
1962	—	—	—	+17.90%	−14.49%	—	—

---

Drawdowns

Thu 2011-10-20? to Tue 2025-07-15	Current Drawdown	Worst Drawdown
SCHD ×	−8.57%	−33.51% 2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−1.81%	−35.40% 2020-03-23
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
XOM ×	−9.70%	−65.31% 2020-03-23
Exxon Mobil Corp NYSE Common Stock
CVX ×	−17.62%	−57.55% 2020-03-23
Chevron Corp NYSE Common Stock
MRK ×	−38.34%	−44.67% 2025-05-14
Merck & Company Inc NYSE Common Stock
COP ×	−31.09%	−71.91% 2020-03-18
ConocoPhillips NYSE Common Stock
MDT ×	−36.61%	−51.15% 2023-10-27
Medtronic PLC NYSE Common Stock