From The Motley Fool · David Dierking · · 50s
SCHD's 20-Year Investment Outlook
SCHD could grow a $5,000 investment to $66,300 in 20 years with 13.8% annual returns.
In brief
SCHD could grow a $5,000 investment to $66,300 in 20 years with 13.8% annual returns. SCHD's 20-year potential returns range from $16,000 to $66,300 based on historical performance. Originally reported by The Motley Fool.
SCHD Fund Overview
The Schwab U.S. Dividend Equity ETF (SCHD) is one of the best dividend funds in the industry.
Historical Performance
Since inception in 2011, SCHD has generated an average annual return of 13.8%.
20-Year Growth Scenario
A $5,000 investment in SCHD could grow to $66,300 over 20 years at 13.8% annual returns.
S&P 500 Comparison
The S&P 500 has earned about 10% annually over the long term.
Adverse Scenario
At 6% annual returns, a $5,000 investment would grow to about $16,000 in 20 years.
Investment Advice
Long-term compounding beats market timing for SCHD investors.
The short version
SCHD's 20-year potential returns range from $16,000 to $66,300 based on historical performance.
