All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

ABR,ARCC,SCHD,RY: Total Return Chart (with Dividends Reinvested)

Thu 2011-10-20? to Fri 2025-08-29 YTD
Return
TR
Price
ABR
×
−5.75%
2025-08-29
3.416 TR
2025-08-29
Arbor Realty Trust NYSE Common Stock
ARCC
×
+6.98%
2025-08-29
12.78 TR
2025-08-29
Ares Capital Corporation NASDAQ Common Stock
SCHD
×
+4.13%
2025-08-29
5.158 TR
2025-08-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
RY
×
+23.77%
2025-08-29
73.15 TR
2025-08-29
Royal Bank of Canada NYSE Common Stock

Returns

Thu 2011-10-20? to Fri 2025-08-29 Overall
Return
Exponential
Trendline
ABR
×
+1,146.87%
+19.97%/yr
+19.10%/yr
(R2=0.925)
Arbor Realty Trust NYSE Common Stock
ARCC
×
+462.70%
+13.28%/yr
+12.17%/yr
(R2=0.954)
Ares Capital Corporation NASDAQ Common Stock
SCHD
×
+415.82%
+12.57%/yr
+12.33%/yr
(R2=0.975)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
RY
×
+438.12%
+12.91%/yr
+10.02%/yr
(R2=0.922)
Royal Bank of Canada NYSE Common Stock

Growth of $10,000

Thu 2011-10-20? to Fri 2025-08-29 Start
Value
End
Value
ABR
×
$10,000.00
2011-10-20
$124,686.72
2025-08-29
Arbor Realty Trust NYSE Common Stock
ARCC
×
$10,000.00
2011-10-20
$56,270.10
2025-08-29
Ares Capital Corporation NASDAQ Common Stock
SCHD
×
$10,000.00
2011-10-20
$51,582.39
2025-08-29
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
RY
×
$10,000.00
2011-10-20
$53,811.92
2025-08-29
Royal Bank of Canada NYSE Common Stock

Annual Returns

Year ABR ARCC SCHD RY
2025 (YTD) −5.75% +6.98% +4.13% +23.77%
2024 +3.16% +19.78% +11.66% +23.80%
2023 +29.73% +20.03% +4.54% +12.21%
2022 −20.73% −3.84% −3.26% −7.95%
2021 +39.45% +36.14% +29.87% +34.17%
2020 +10.04% +0.86% +15.03% +8.39%
2019 +55.19% +31.30% +27.29% +20.17%
2018 +28.52% +8.81% −5.56% −12.87%
2017 +26.60% +4.50% +20.85% +25.03%
2016 +13.81% +28.03% +16.45% +31.82%
2015 +15.14% +0.80% −0.30% −19.25%
2014 +9.53% −3.60% +11.69% +6.64%
2013 +19.06% +11.08% +32.88% +15.98%
2012 +79.21% +24.72% +11.39% +23.35%
2011 −40.94% +2.56% +5.31% +1.21%
2010 +199.51% +45.43% +1.35%
2009 −32.54% +147.00% +89.47%
2008 −77.92% −48.54% −39.33%
2007 −40.27% −15.51% +10.71%
2006 +28.00% +30.35% +26.03%
2005 +15.02% −10.85% +50.64%
2004 +24.25% +31.43% +15.74%
2003 +33.55%
2002 +16.10%
2001 −1.07%
2000 +58.42%
1999 −9.35%
1998 −3.51%
1997 +55.33%
1996 +58.01%
1995 −0.08%

Drawdowns

Thu 2011-10-20? to Fri 2025-08-29 Current
Drawdown
Worst
Drawdown
ABR
×
−14.20% −72.76%
2020-04-03
Arbor Realty Trust NYSE Common Stock
ARCC
×
−3.66% −56.77%
2020-03-23
Ares Capital Corporation NASDAQ Common Stock
SCHD
×
−2.76% −33.37%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
RY
×
−0.34% −39.95%
2020-03-23
Royal Bank of Canada NYSE Common Stock