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