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

Total Real Returns

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

Thu 2011-10-20? to Thu 2025-04-17 YTD
Return
TRR
Price
SCHX
×
−11.31%
2025-04-17
5.676 TRR
2025-04-17
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
−7.46%
2025-04-17
3.291 TRR
2025-04-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Returns

Thu 2011-10-20? to Thu 2025-04-17 Overall
Return
Exponential
Trendline
SCHX
×
+375.63%
+12.25%/yr
+12.05%/yr
(R2=0.957)
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
+229.15%
+9.23%/yr
+9.63%/yr
(R2=0.950)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Growth of $10,000

Thu 2011-10-20? to Thu 2025-04-17 Start
Value
End
Value
SCHX
×
$10,000.00
2011-10-20
$47,563.49
2025-04-17
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
$10,000.00
2011-10-20
$32,914.67
2025-04-17
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund

Annual Returns

Year SCHX SCHD
2025 (YTD) −11.31% −7.46%
2024 +22.92% +8.53%
2023 +25.54% +1.16%
2022 −24.28% −9.12%
2021 +19.26% +21.33%
2020 +19.21% +13.45%
2019 +31.75% +24.46%
2018 −5.31% −7.32%
2017 +20.59% +18.36%
2016 +13.00% +14.10%
2015 +2.29% −1.00%
2014 +14.60% +10.85%
2013 +32.78% +30.87%
2012 +16.85% +9.49%
2011 +0.42% +5.72%
2010 +15.42%
2009 +7.48%

Drawdowns

Thu 2011-10-20? to Thu 2025-04-17 Current
Drawdown
Worst
Drawdown
SCHX
×
−14.62% −34.28%
2020-03-23
Schwab U.S. Large-Cap ETF Exchange-Traded Fund
SCHD
×
−13.60% −33.51%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund