All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Mon 2014-12-15 to Wed 2025-04-16 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
−11.43%
2025-04-16 |
5.667 TRR
2025-04-16 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
−8.49%
2025-04-16 |
3.254 TRR
2025-04-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Mon 2014-12-15 to Wed 2025-04-16 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+168.32%
+10.02%/yr |
+11.04%/yr
(R2=0.918) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
+100.88%
+6.98%/yr |
+8.88%/yr
(R2=0.905) |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Mon 2014-12-15 to Wed 2025-04-16 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2014-12-15 |
$26,832.11
2025-04-16 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × |
$10,000.00
2014-12-15 |
$20,087.93
2025-04-16 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||
Year | SCHX | SCHD |
---|---|---|
2025 (YTD) | −11.43% | −8.49% |
2024 | +22.92% | +8.54% |
2023 | +25.63% | +1.12% |
2022 | −24.33% | −9.12% |
2021 | +19.26% | +21.33% |
2020 | +19.21% | +13.51% |
2019 | +31.75% | +24.39% |
2018 | −5.31% | −7.32% |
2017 | +20.59% | +18.36% |
2016 | +13.00% | +14.10% |
2015 | +2.30% | −1.00% |
2014 | +14.59% | +10.85% |
2013 | +32.78% | +30.87% |
2012 | +16.85% | +9.49% |
2011 | +0.44% | +5.74% |
2010 | +15.42% | — |
2009 | +7.45% | — |
Mon 2014-12-15 to Wed 2025-04-16 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −14.74% |
−34.28%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
SCHD × | −14.58% |
−33.48%
2020-03-23 |
||||
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund | ||||||