All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2011-10-20? to Wed 2025-01-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
+1.12%
2025-01-15 |
6.956 TRR
2025-01-15 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
+1.72%
2025-01-15 |
3.617 TRR
2025-01-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Wed 2025-01-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+467.18%
+14.01%/yr |
+12.91%/yr
(R2=0.967) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
+261.72%
+10.20%/yr |
+9.73%/yr
(R2=0.950) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Thu 2011-10-20? to Wed 2025-01-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2011-10-20 |
$56,718.22
2025-01-15 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2011-10-20 |
$36,172.15
2025-01-15 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SCHX | SCHD |
---|---|---|
2025 (YTD) | +1.12% | +1.72% |
2024 | +22.16% | +8.53% |
2023 | +24.59% | +1.16% |
2022 | −22.51% | −9.15% |
2021 | +21.63% | +21.33% |
2020 | +20.57% | +13.51% |
2019 | +32.22% | +24.44% |
2018 | −3.52% | −7.35% |
2017 | +23.84% | +18.37% |
2016 | +11.50% | +14.07% |
2015 | +3.35% | −1.01% |
2014 | +13.52% | +10.81% |
2013 | +31.72% | +30.97% |
2012 | +14.09% | +9.49% |
2011 | +0.51% | +5.72% |
2010 | +18.10% | — |
2009 | +7.88% | — |
Thu 2011-10-20? to Wed 2025-01-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −2.65% |
−34.27%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × | −5.05% |
−33.51%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||