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)

×
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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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