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

Tue 2020-04-14 to Fri 2025-08-01	YTD Return	TRR Price
SCHD ×	−3.97% 2025-08-01	3.416 TRR 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+3.04% 2025-08-01	2.922 TRR 2025-08-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
XOM ×	+1.31% 2025-08-01	13.98 TRR 2025-08-01
Exxon Mobil Corp NYSE Common Stock
MRK ×	−20.73% 2025-08-01	95.3 TRR 2025-08-01
Merck & Company Inc NYSE Common Stock
MDT ×	+10.95% 2025-08-01	66.52 TRR 2025-08-01
Medtronic PLC NYSE Common Stock
OKE ×	−20.40% 2025-08-01	11.06 TRR 2025-08-01
ONEOK Inc NYSE Common Stock
LMT ×	−14.21% 2025-08-01	240.3 TRR 2025-08-01
Lockheed Martin Corporation NYSE Common Stock

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Returns

Tue 2020-04-14 to Fri 2025-08-01	Overall Return	Exponential Trendline
SCHD ×	+52.66% +8.31%/yr	+4.68%/yr (R2=0.387)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	+60.22% +9.31%/yr	+6.27%/yr (R2=0.627)
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
XOM ×	+163.18% +20.04%/yr	+23.88%/yr (R2=0.787)
Exxon Mobil Corp NYSE Common Stock
MRK ×	−5.99% −1.16%/yr	+6.31%/yr (R2=0.331)
Merck & Company Inc NYSE Common Stock
MDT ×	−18.22% −3.72%/yr	−8.53%/yr (R2=0.545)
Medtronic PLC NYSE Common Stock
OKE ×	+199.77% +23.03%/yr	+23.40%/yr (R2=0.800)
ONEOK Inc NYSE Common Stock
LMT ×	+1.60% +0.30%/yr	+4.95%/yr (R2=0.461)
Lockheed Martin Corporation NYSE Common Stock

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Growth of $10,000

Tue 2020-04-14 to Fri 2025-08-01	Start Value	End Value
SCHD ×	$10,000.00 2020-04-14	$15,266.20 2025-08-01
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	$10,000.00 2020-04-14	$16,021.70 2025-08-01
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
XOM ×	$10,000.00 2020-04-14	$26,317.81 2025-08-01
Exxon Mobil Corp NYSE Common Stock
MRK ×	$10,000.00 2020-04-14	$9,401.23 2025-08-01
Merck & Company Inc NYSE Common Stock
MDT ×	$10,000.00 2020-04-14	$8,178.32 2025-08-01
Medtronic PLC NYSE Common Stock
OKE ×	$10,000.00 2020-04-14	$29,977.23 2025-08-01
ONEOK Inc NYSE Common Stock
LMT ×	$10,000.00 2020-04-14	$10,160.24 2025-08-01
Lockheed Martin Corporation NYSE Common Stock

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Annual Returns

Year	SCHD	VYM	XOM	MRK	MDT	OKE	LMT
2025 (YTD)	−3.97%	+3.04%	+1.31%	−20.73%	+10.95%	−20.40%	−14.21%
2024	+8.53%	+14.30%	+8.14%	−8.89%	−2.53%	+45.88%	+6.94%
2023	+1.16%	+3.13%	−9.30%	−2.26%	+6.03%	+9.59%	−7.41%
2022	−9.12%	−6.50%	+76.08%	+40.34%	−27.25%	+11.68%	+31.96%
2021	+21.33%	+17.91%	+47.23%	−4.93%	−15.72%	+53.88%	−3.63%
2020	+13.45%	−0.22%	−37.08%	−8.46%	+4.28%	−44.19%	−7.75%
2019	+24.46%	+21.29%	+4.84%	+19.55%	+24.49%	+44.46%	+49.14%
2018	−7.32%	−7.68%	−16.67%	+37.33%	+13.04%	+4.28%	−17.91%
2017	+18.36%	+14.00%	−5.80%	−3.53%	+13.50%	−4.15%	+29.05%
2016	+14.10%	+14.66%	+17.45%	+12.74%	−7.36%	+144.52%	+15.97%
2015	−1.00%	−0.44%	−13.42%	−4.59%	+7.83%	−47.79%	+15.34%
2014	+10.85%	+12.68%	−6.76%	+16.06%	+27.19%	−6.02%	+32.76%
2013	+30.86%	+28.16%	+18.35%	+24.95%	+40.76%	+43.31%	+65.62%
2012	+9.50%	+10.78%	+2.91%	+11.20%	+8.74%	−2.94%	+17.48%
2011	+5.72%	+7.35%	+15.25%	+6.42%	+2.78%	+52.18%	+17.22%
2010	—	+12.55%	+8.50%	+1.39%	−15.05%	+23.00%	−5.25%
2009	—	+14.09%	−14.92%	+23.33%	+38.76%	+49.65%	−10.03%
2008	—	−31.99%	−13.18%	−45.38%	−36.37%	−34.81%	−18.64%
2007	—	−2.61%	+19.40%	+31.94%	−8.95%	+0.00%	+11.41%
2006	—	+2.75%	+35.67%	+39.19%	−8.59%	+58.41%	+43.38%
2005	—	—	+8.09%	+0.60%	+12.85%	−9.14%	+12.65%
2004	—	—	+24.00%	−30.05%	−0.55%	+25.08%	+6.52%
2003	—	—	+18.41%	−12.84%	+5.26%	+13.22%	−11.56%
2002	—	—	−10.99%	−3.52%	−12.43%	+5.42%	+21.80%
2001	—	—	−9.92%	−36.93%	−16.08%	−26.87%	+36.88%
2000	—	—	+4.38%	+37.11%	+60.90%	+85.31%	+52.81%
1999	—	—	+7.28%	−9.91%	−4.08%	−32.23%	−48.29%
1998	—	—	+17.61%	+39.06%	+39.83%	−11.91%	−14.00%
1997	—	—	+22.79%	+33.38%	+52.67%	+32.34%	+7.67%
1996	—	—	+17.84%	+19.96%	+18.45%	+26.94%	+14.25%
1995	—	—	+29.25%	+72.18%	+96.77%	+23.94%	+77.10%
1994	—	—	−6.30%	+11.90%	+33.35%	−7.13%	+7.26%
1993	—	—	+0.50%	−20.54%	−15.37%	−0.02%	+21.55%
1992	—	—	−2.42%	−22.55%	−0.93%	+5.83%	+27.65%
1991	—	—	+14.17%	+83.29%	+113.20%	+11.00%	+35.88%
1990	—	—	−2.49%	+12.05%	+25.18%	−12.80%	−14.09%
1989	—	—	+8.64%	+31.43%	+63.86%	+61.40%	−6.17%
1988	—	—	+10.52%	+7.21%	−19.55%	+7.91%	+19.31%
1987	—	—	+4.13%	+24.45%	+17.60%	−52.12%	−32.47%
1986	—	—	+25.79%	+82.62%	+77.05%	+3.96%	+2.92%
1985	—	—	+18.02%	+44.60%	+59.16%	+6.34%	+9.14%
1984	—	—	+1.98%	+3.58%	−35.91%	−8.92%	+6.98%
1983	—	—	—	+6.19%	−24.43%	+10.36%	+57.85%
1982	—	—	—	−0.20%	+36.69%	−7.17%	+50.91%
1981	—	—	—	−5.37%	−14.34%	−32.82%	+28.10%
1980	—	—	—	+7.80%	+5.98%	+3.54%	−13.69%
1979	—	—	—	−2.91%	+91.06%	—	+56.11%
1978	—	—	—	+15.19%	+53.88%	—	+19.29%
1977	—	—	—	−21.46%	−20.86%	—	+50.00%
1976	—	—	—	−4.17%	−17.48%	—	—
1975	—	—	—	−0.65%	+0.21%	—	—
1974	—	—	—	−25.75%	−55.93%	—	—
1973	—	—	—	−15.48%	+2.83%	—	—
1972	—	—	—	+40.64%	—	—	—
1971	—	—	—	+23.78%	—	—	—
1970	—	—	—	−15.48%	—	—	—
1969	—	—	—	+18.25%	—	—	—
1968	—	—	—	+1.87%	—	—	—
1967	—	—	—	+6.66%	—	—	—
1966	—	—	—	+5.29%	—	—	—
1965	—	—	—	+39.22%	—	—	—
1964	—	—	—	+34.76%	—	—	—
1963	—	—	—	+38.82%	—	—	—
1962	—	—	—	−14.48%	—	—	—

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Drawdowns

Tue 2020-04-14 to Fri 2025-08-01	Current Drawdown	Worst Drawdown
SCHD ×	−10.33%	−21.67% 2022-09-30
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
VYM ×	−2.82%	−20.56% 2022-09-30
Vanguard High Dividend Yield Index Fund ETF Shares Exchange-Traded Fund
XOM ×	−12.42%	−42.01% 2020-10-28
Exxon Mobil Corp NYSE Common Stock
MRK ×	−40.10%	−44.67% 2025-05-14
Merck & Company Inc NYSE Common Stock
MDT ×	−36.60%	−51.15% 2023-10-27
Medtronic PLC NYSE Common Stock
OKE ×	−31.74%	−48.04% 2020-09-24
ONEOK Inc NYSE Common Stock
LMT ×	−31.76%	−33.38% 2025-07-22
Lockheed Martin Corporation NYSE Common Stock