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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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