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

Total Real Returns

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

Thu 2011-10-20? to Tue 2025-05-20 YTD
Return
TRR
Price
SCHD
×
−3.92%
2025-05-20
3.418 TRR
2025-05-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
−2.38%
2025-05-20
13.47 TRR
2025-05-20
Exxon Mobil Corp NYSE Common Stock
OKE
×
−16.16%
2025-05-20
18.54 TRR
2025-05-20
ONEOK Inc NYSE Common Stock

Returns

Thu 2011-10-20? to Tue 2025-05-20 Overall
Return
Exponential
Trendline
SCHD
×
+241.77%
+9.47%/yr
+9.58%/yr
(R2=0.949)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
+61.39%
+3.59%/yr
+1.92%/yr
(R2=0.090)
Exxon Mobil Corp NYSE Common Stock
OKE
×
+271.88%
+10.15%/yr
+8.36%/yr
(R2=0.608)
ONEOK Inc NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Tue 2025-05-20 Start
Value
End
Value
SCHD
×
$10,000.00
2011-10-20
$34,176.56
2025-05-20
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
$10,000.00
2011-10-20
$16,138.71
2025-05-20
Exxon Mobil Corp NYSE Common Stock
OKE
×
$10,000.00
2011-10-20
$37,187.92
2025-05-20
ONEOK Inc NYSE Common Stock

Annual Returns

Year SCHD XOM OKE
2025 (YTD) −3.92% −2.38% −16.16%
2024 +8.55% +8.14% +45.90%
2023 +1.16% −9.30% +9.54%
2022 −9.12% +76.08% +11.63%
2021 +21.35% +47.20% +53.86%
2020 +13.46% −37.07% −44.21%
2019 +24.44% +4.85% +44.45%
2018 −7.30% −16.69% +4.27%
2017 +18.30% −5.79% −4.12%
2016 +14.13% +17.45% +144.53%
2015 −1.08% −13.42% −47.79%
2014 +10.90% −6.76% −6.03%
2013 +30.88% +18.33% +43.30%
2012 +9.50% +2.93% −3.06%
2011 +5.73% +15.24% +51.76%
2010 +8.50% +22.60%
2009 −14.91% +49.06%
2008 −13.19% −35.01%
2007 +19.40% −0.27%
2006 +35.67% +57.95%
2005 +8.07% −9.39%
2004 +24.05% +24.64%
2003 +18.40% +12.88%
2002 −11.00% +5.13%
2001 −9.93% −26.77%
2000 +4.38% +87.01%
1999 +7.26% −31.66%
1998 +17.62% −11.29%
1997 +22.81% +32.34%
1996 +17.79% +26.91%
1995 +29.22% +23.94%
1994 −6.27% −7.13%
1993 +0.56% −0.02%
1992 −2.44% +5.82%
1991 +14.12% +11.02%
1990 −2.44% −12.79%
1989 +8.54% +61.39%
1988 +10.59% +7.92%
1987 +4.07% −52.13%
1986 +25.87% +3.96%
1985 +18.01% +6.34%
1984 +1.98% +4.05%

Drawdowns

Thu 2011-10-20? to Tue 2025-05-20 Current
Drawdown
Worst
Drawdown
SCHD
×
−10.30% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
XOM
×
−15.61% −65.31%
2020-03-23
Exxon Mobil Corp NYSE Common Stock
OKE
×
−28.10% −80.17%
2020-03-18
ONEOK Inc NYSE Common Stock