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